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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 | $67,769 | $134,817-49.7% | $123,973-45.3% | $155,188-56.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.50% | 515.49%-496.0pp | 388.13%-368.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,953 | $4,425-55.9% | $4,126-52.7% | $4,248-54.0% |
| Participant deferral / active EE | $10,653 | $5,706+86.7% | $5,247+103.0% | $6,531+63.1% |
| Admin fee / account holder | $425 | $13,245-96.8% | $11,799-96.4% | $14,480-97.1% |