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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 | $66,485 | $175,231-62.1% | $149,696-55.6% | $139,466-52.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.56% | 166.77%-154.2pp | 134.46%-121.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $6,494 | $5,478+18.5% | $4,821+34.7% | $4,754+36.6% |
| Participant deferral / active EE | $6,492 | $6,521-0.5% | $5,682+14.3% | $6,712-3.3% |
| Admin fee / account holder | $3,602 | $16,155-77.7% | $13,212-72.7% | $11,409-68.4% |