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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 | $60,359 | $175,259-65.6% | $149,723-59.7% | $139,487-56.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.76% | 166.82%-152.1pp | 134.50%-119.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $2,531 | $5,478-53.8% | $4,821-47.5% | $4,755-46.8% |
| Participant deferral / active EE | $7,465 | $6,522+14.5% | $5,682+31.4% | $6,713+11.2% |
| Admin fee / account holder | $418 | $16,158-97.4% | $13,215-96.8% | $11,407-96.3% |