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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 | $89,406 | $175,259-49.0% | $149,723-40.3% | $139,487-35.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.41% | 166.82%-153.4pp | 134.50%-121.1pp | 373.84%-360.4pp |
| Employer contribution / active EE | $7,575 | $5,478+38.3% | $4,821+57.1% | $4,755+59.3% |
| Participant deferral / active EE | $13,000 | $6,522+99.3% | $5,682+128.8% | $6,713+93.7% |
| Admin fee / account holder | $1,367 | $16,158-91.5% | $13,215-89.7% | $11,407-88.0% |