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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 | $50,871 | $175,257-71.0% | $149,717-66.0% | $139,456-63.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.34% | 166.70%-152.4pp | 134.41%-120.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $2,584 | $5,477-52.8% | $4,820-46.4% | $4,753-45.6% |
| Participant deferral / active EE | $9,373 | $6,521+43.7% | $5,682+65.0% | $6,711+39.7% |
| Admin fee / account holder | $2,627 | $16,156-83.7% | $13,213-80.1% | $11,407-77.0% |