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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 | $57,735 | $217,427-73.4% | $185,837-68.9% | $167,518-65.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.09% | 148.39%-134.3pp | 122.08%-108.0pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,610 | $5,874-55.6% | $5,168-49.5% | $4,838-46.1% |
| Participant deferral / active EE | $9,226 | $6,357+45.1% | $5,568+65.7% | $6,342+45.5% |
| Admin fee / account holder | $337 | $19,816-98.3% | $16,241-97.9% | $12,312-97.3% |