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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 | $98,584 | $175,231-43.7% | $149,696-34.1% | $139,466-29.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.10% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,598 | $5,478-52.6% | $4,821-46.1% | $4,754-45.4% |
| Participant deferral / active EE | $18,550 | $6,521+184.5% | $5,682+226.5% | $6,712+176.4% |
| Admin fee / account holder | $1,620 | $16,155-90.0% | $13,212-87.7% | $11,409-85.8% |