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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 | $71,427 | $175,231-59.2% | $149,696-52.3% | $139,466-48.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.16% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $3,763 | $5,478-31.3% | $4,821-21.9% | $4,754-20.8% |
| Participant deferral / active EE | $7,643 | $6,521+17.2% | $5,682+34.5% | $6,712+13.9% |
| Admin fee / account holder | $6,378 | $16,155-60.5% | $13,212-51.7% | $11,409-44.1% |