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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 | $65,756 | $217,432-69.8% | $185,849-64.6% | $167,536-60.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.17% | 148.42%-135.3pp | 122.10%-108.9pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,849 | $5,875-51.5% | $5,169-44.9% | $4,839-41.1% |
| Participant deferral / active EE | $6,272 | $6,357-1.3% | $5,569+12.6% | $6,342-1.1% |
| Admin fee / account holder | $1,475 | $19,818-92.6% | $16,244-90.9% | $12,315-88.0% |