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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 | $53,624 | $134,817-60.2% | $123,973-56.7% | $155,188-65.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.01% | 515.49%-499.5pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,350 | $4,425-69.5% | $4,126-67.3% | $4,248-68.2% |
| Participant deferral / active EE | $5,731 | $5,706+0.4% | $5,247+9.2% | $6,531-12.3% |
| Admin fee / account holder | $441 | $13,245-96.7% | $11,799-96.3% | $14,480-97.0% |