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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 | $78,784 | $175,259-55.0% | $149,723-47.4% | $139,487-43.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.27% | 166.82%-155.5pp | 134.50%-123.2pp | 373.84%-362.6pp |
| Employer contribution / active EE | $4,579 | $5,478-16.4% | $4,821-5.0% | $4,755-3.7% |
| Participant deferral / active EE | $4,706 | $6,522-27.8% | $5,682-17.2% | $6,713-29.9% |
| Admin fee / account holder | $775 | $16,158-95.2% | $13,215-94.1% | $11,407-93.2% |