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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 | $71,558 | $175,257-59.2% | $149,717-52.2% | $139,456-48.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.81% | 166.70%-151.9pp | 134.41%-119.6pp | 373.45%-358.6pp |
| Employer contribution / active EE | $3,419 | $5,477-37.6% | $4,820-29.1% | $4,753-28.1% |
| Participant deferral / active EE | $5,680 | $6,521-12.9% | $5,6820% | $6,711-15.4% |
| Admin fee / account holder | $636 | $16,156-96.1% | $13,213-95.2% | $11,407-94.4% |