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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,568 | $217,432-47.3% | $185,849-38.4% | $167,536-31.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.86% | 148.42%-139.6pp | 122.10%-113.2pp | 478.82%-470.0pp |
| Employer contribution / active EE | $5,333 | $5,875-9.2% | $5,169+3.2% | $4,839+10.2% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,342-18.0% |
| Admin fee / account holder | $1,492 | $19,818-92.5% | $16,244-90.8% | $12,315-87.9% |