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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 | $59,135 | $175,231-66.3% | $149,696-60.5% | $139,466-57.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.37% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $4,950 | $5,478-9.6% | $4,821+2.7% | $4,754+4.1% |
| Participant deferral / active EE | $12,441 | $6,521+90.8% | $5,682+119.0% | $6,712+85.4% |
| Admin fee / account holder | $813 | $16,155-95.0% | $13,212-93.8% | $11,409-92.9% |