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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 | $73,179 | $175,231-58.2% | $149,696-51.1% | $139,466-47.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.18% | 166.77%-141.6pp | 134.46%-109.3pp | 373.66%-348.5pp |
| Employer contribution / active EE | $3,985 | $5,478-27.2% | $4,821-17.3% | $4,754-16.2% |
| Participant deferral / active EE | $7,815 | $6,521+19.8% | $5,682+37.5% | $6,712+16.4% |
| Admin fee / account holder | $1,170 | $16,155-92.8% | $13,212-91.1% | $11,409-89.7% |