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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 | $62,376 | $175,259-64.4% | $149,723-58.3% | $139,487-55.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.03% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.8pp |
| Employer contribution / active EE | $3,214 | $5,478-41.3% | $4,821-33.3% | $4,755-32.4% |
| Participant deferral / active EE | $7,403 | $6,522+13.5% | $5,682+30.3% | $6,713+10.3% |
| Admin fee / account holder | $419 | $16,158-97.4% | $13,215-96.8% | $11,407-96.3% |