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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 | $70,006 | $175,231-60.0% | $149,696-53.2% | $139,466-49.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.42% | 166.77%-152.4pp | 134.46%-120.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,976 | $5,478-63.9% | $4,821-59.0% | $4,754-58.4% |
| Participant deferral / active EE | $8,416 | $6,521+29.1% | $5,682+48.1% | $6,712+25.4% |
| Admin fee / account holder | $1,937 | $16,155-88.0% | $13,212-85.3% | $11,409-83.0% |