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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 | $76,515 | $171,867-55.5% | $149,721-48.9% | $147,586-48.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.06% | 2113.36%-2096.3pp | 1501.67%-1484.6pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,310 | $6,275-63.2% | $5,444-57.6% | $4,876-52.6% |
| Participant deferral / active EE | $5,563 | $7,270-23.5% | $6,568-15.3% | $5,439+2.3% |
| Admin fee / account holder | $1,695 | $13,799-87.7% | $11,282-85.0% | $10,886-84.4% |