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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 | $65,769 | $217,432-69.8% | $185,849-64.6% | $167,536-60.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.42% | 148.42%-139.0pp | 122.10%-112.7pp | 478.82%-469.4pp |
| Employer contribution / active EE | $5,777 | $5,875-1.7% | $5,169+11.8% | $4,839+19.4% |
| Participant deferral / active EE | $5,685 | $6,357-10.6% | $5,569+2.1% | $6,342-10.4% |
| Admin fee / account holder | $781 | $19,818-96.1% | $16,244-95.2% | $12,315-93.7% |