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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 | $69,132 | $175,231-60.5% | $149,696-53.8% | $139,466-50.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.55% | 166.77%-154.2pp | 134.46%-121.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $13,092 | $5,478+139.0% | $4,821+171.6% | $4,754+175.4% |
| Participant deferral / active EE | $8,891 | $6,521+36.3% | $5,682+56.5% | $6,712+32.5% |
| Admin fee / account holder | $1,007 | $16,155-93.8% | $13,212-92.4% | $11,409-91.2% |