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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 | $59,059 | $134,817-56.2% | $123,973-52.4% | $155,188-61.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.42% | 515.49%-501.1pp | 388.13%-373.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $6,714 | $4,425+51.7% | $4,126+62.7% | $4,248+58.1% |
| Participant deferral / active EE | $9,246 | $5,706+62.0% | $5,247+76.2% | $6,531+41.6% |
| Admin fee / account holder | $4,309 | $13,245-67.5% | $11,799-63.5% | $14,480-70.2% |