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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 | $62,373 | $175,231-64.4% | $149,696-58.3% | $139,466-55.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.26% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $5,762 | $5,478+5.2% | $4,821+19.5% | $4,754+21.2% |
| Participant deferral / active EE | $6,005 | $6,521-7.9% | $5,682+5.7% | $6,712-10.5% |
| Admin fee / account holder | $1,575 | $16,155-90.3% | $13,212-88.1% | $11,409-86.2% |