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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 | $59,778 | $175,231-65.9% | $149,696-60.1% | $139,466-57.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.95% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $6,396 | $5,478+16.8% | $4,821+32.7% | $4,754+34.5% |
| Participant deferral / active EE | $9,446 | $6,521+44.8% | $5,682+66.2% | $6,712+40.7% |
| Admin fee / account holder | $422 | $16,155-97.4% | $13,212-96.8% | $11,409-96.3% |