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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 | $76,670 | $148,582-48.4% | $135,942-43.6% | $139,456-45.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.57% | 79.26%-58.7pp | 68.28%-47.7pp | 373.45%-352.9pp |
| Employer contribution / active EE | $8,976 | $5,245+71.1% | $4,858+84.8% | $4,753+88.9% |
| Participant deferral / active EE | $22,500 | $8,101+177.7% | $7,759+190.0% | $6,711+235.3% |
| Admin fee / account holder | $1,056 | $12,402-91.5% | $10,764-90.2% | $11,407-90.7% |