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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 | $28,103 | $175,257-84.0% | $149,717-81.2% | $139,456-79.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.58% | 166.70%-143.1pp | 134.41%-110.8pp | 373.45%-349.9pp |
| Employer contribution / active EE | $2,563 | $5,477-53.2% | $4,820-46.8% | $4,753-46.1% |
| Participant deferral / active EE | $6,614 | $6,521+1.4% | $5,682+16.4% | $6,711-1.5% |
| Admin fee / account holder | $1,508 | $16,156-90.7% | $13,213-88.6% | $11,407-86.8% |