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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 | $44,752 | $175,231-74.5% | $149,696-70.1% | $139,466-67.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.24% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $1,270 | $5,478-76.8% | $4,821-73.7% | $4,754-73.3% |
| Participant deferral / active EE | $8,800 | $6,521+34.9% | $5,682+54.9% | $6,712+31.1% |
| Admin fee / account holder | $1,376 | $16,155-91.5% | $13,212-89.6% | $11,409-87.9% |