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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 | $57,788 | $175,231-67.0% | $149,696-61.4% | $139,466-58.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.10% | 166.77%-149.7pp | 134.46%-117.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $5,324 | $5,478-2.8% | $4,821+10.4% | $4,754+12.0% |
| Participant deferral / active EE | $2,568 | $6,521-60.6% | $5,682-54.8% | $6,712-61.7% |
| Admin fee / account holder | $1,090 | $16,155-93.3% | $13,212-91.7% | $11,409-90.4% |