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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 | $56,169 | $209,405-73.2% | $178,486-68.5% | $158,931-64.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.92% | 188.77%-169.8pp | 151.08%-132.2pp | 302.86%-283.9pp |
| Employer contribution / active EE | $2,277 | $5,707-60.1% | $5,011-54.6% | $4,761-52.2% |
| Participant deferral / active EE | $7,786 | $5,954+30.8% | $5,202+49.7% | $5,982+30.2% |
| Admin fee / account holder | $613 | $17,076-96.4% | $13,985-95.6% | $11,247-94.6% |