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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 | $45,517 | $196,972-76.9% | $182,262-75.0% | $198,609-77.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.14% | 158.27%-140.1pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $6,305 | $5,364+17.6% | $5,046+25.0% | $5,055+24.7% |
| Participant deferral / active EE | $14,352 | $8,643+66.1% | $8,276+73.4% | $6,977+105.7% |
| Admin fee / account holder | $1,562 | $18,429-91.5% | $16,712-90.7% | $19,030-91.8% |