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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 | $63,932 | $217,432-70.6% | $185,849-65.6% | $167,536-61.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.19% | 148.42%-132.2pp | 122.10%-105.9pp | 478.82%-462.6pp |
| Employer contribution / active EE | $2,566 | $5,875-56.3% | $5,169-50.4% | $4,839-47.0% |
| Participant deferral / active EE | $6,443 | $6,357+1.3% | $5,569+15.7% | $6,342+1.6% |
| Admin fee / account holder | $364 | $19,818-98.2% | $16,244-97.8% | $12,315-97.0% |