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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 | $78,443 | $175,231-55.2% | $149,696-47.6% | $139,466-43.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.18% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $8,658 | $5,478+58.0% | $4,821+79.6% | $4,754+82.1% |
| Participant deferral / active EE | $8,571 | $6,521+31.4% | $5,682+50.8% | $6,712+27.7% |
| Admin fee / account holder | $435 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |