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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 | $65,762 | $175,259-62.5% | $149,723-56.1% | $139,487-52.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.58% | 166.82%-154.2pp | 134.50%-121.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $3,736 | $5,478-31.8% | $4,821-22.5% | $4,755-21.4% |
| Participant deferral / active EE | $10,112 | $6,522+55.0% | $5,682+77.9% | $6,713+50.6% |
| Admin fee / account holder | $554 | $16,158-96.6% | $13,215-95.8% | $11,407-95.1% |