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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 | $64,628 | $175,231-63.1% | $149,696-56.8% | $139,466-53.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.38% | 166.77%-142.4pp | 134.46%-110.1pp | 373.66%-349.3pp |
| Employer contribution / active EE | $2,772 | $5,478-49.4% | $4,821-42.5% | $4,754-41.7% |
| Participant deferral / active EE | $8,393 | $6,521+28.7% | $5,682+47.7% | $6,712+25.0% |
| Admin fee / account holder | $528 | $16,155-96.7% | $13,212-96.0% | $11,409-95.4% |