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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 | $69,013 | $202,463-65.9% | $169,397-59.3% | $139,487-50.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.32% | 532.64%-519.3pp | 406.23%-392.9pp | 373.84%-360.5pp |
| Employer contribution / active EE | $1,481 | $4,694-68.4% | $4,013-63.1% | $4,755-68.8% |
| Participant deferral / active EE | $7,070 | $6,941+1.9% | $6,223+13.6% | $6,713+5.3% |
| Admin fee / account holder | $1,494 | $10,726-86.1% | $9,017-83.4% | $11,407-86.9% |