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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 | $53,363 | $175,257-69.6% | $149,717-64.4% | $139,456-61.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.26% | 166.70%-152.4pp | 134.41%-120.1pp | 373.45%-359.2pp |
| Employer contribution / active EE | $5,790 | $5,477+5.7% | $4,820+20.1% | $4,753+21.8% |
| Participant deferral / active EE | $3,433 | $6,521-47.4% | $5,682-39.6% | $6,711-48.9% |
| Admin fee / account holder | $670 | $16,156-95.9% | $13,213-94.9% | $11,407-94.1% |