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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 | $42,089 | $175,257-76.0% | $149,717-71.9% | $139,456-69.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.59% | 166.70%-148.1pp | 134.41%-115.8pp | 373.45%-354.9pp |
| Employer contribution / active EE | $6,794 | $5,477+24.1% | $4,820+41.0% | $4,753+43.0% |
| Participant deferral / active EE | $6,677 | $6,521+2.4% | $5,682+17.5% | $6,711-0.5% |
| Admin fee / account holder | $8,015 | $16,156-50.4% | $13,213-39.3% | $11,407-29.7% |