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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 | $56,059 | $175,259-68.0% | $149,723-62.6% | $139,487-59.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.74% | 166.82%-146.1pp | 134.50%-113.8pp | 373.84%-353.1pp |
| Employer contribution / active EE | $3,824 | $5,478-30.2% | $4,821-20.7% | $4,755-19.6% |
| Participant deferral / active EE | $6,923 | $6,522+6.2% | $5,682+21.8% | $6,713+3.1% |
| Admin fee / account holder | $619 | $16,158-96.2% | $13,215-95.3% | $11,407-94.6% |