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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 | $74,963 | $209,874-64.3% | $189,537-60.4% | $167,536-55.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.19% | 748.61%-730.4pp | 555.34%-537.1pp | 478.82%-460.6pp |
| Employer contribution / active EE | $4,148 | $6,913-40.0% | $6,161-32.7% | $4,839-14.3% |
| Participant deferral / active EE | $14,479 | $8,934+62.1% | $8,220+76.1% | $6,342+128.3% |
| Admin fee / account holder | $5,841 | $14,299-59.2% | $12,048-51.5% | $12,315-52.6% |