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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 | $70,626 | $175,259-59.7% | $149,723-52.8% | $139,487-49.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.38% | 166.82%-151.4pp | 134.50%-119.1pp | 373.84%-358.5pp |
| Employer contribution / active EE | $5,691 | $5,478+3.9% | $4,821+18.0% | $4,755+19.7% |
| Participant deferral / active EE | $5,305 | $6,522-18.6% | $5,682-6.6% | $6,713-21.0% |
| Admin fee / account holder | $1,143 | $16,158-92.9% | $13,215-91.4% | $11,407-90.0% |