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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 | $61,471 | $175,259-64.9% | $149,723-58.9% | $139,487-55.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.24% | 166.82%-155.6pp | 134.50%-123.3pp | 373.84%-362.6pp |
| Employer contribution / active EE | $6,331 | $5,478+15.6% | $4,821+31.3% | $4,755+33.1% |
| Participant deferral / active EE | $12,764 | $6,522+95.7% | $5,682+124.6% | $6,713+90.2% |
| Admin fee / account holder | $710 | $16,158-95.6% | $13,215-94.6% | $11,407-93.8% |