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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 | $58,405 | $171,492-65.9% | $150,734-61.3% | $198,609-70.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.77% | 804.70%-786.9pp | 600.81%-583.0pp | 202.70%-184.9pp |
| Employer contribution / active EE | $3,352 | $5,470-38.7% | $4,918-31.8% | $5,055-33.7% |
| Participant deferral / active EE | $7,067 | $6,259+12.9% | $5,610+26.0% | $6,977+1.3% |
| Admin fee / account holder | $743 | $17,628-95.8% | $14,905-95.0% | $19,030-96.1% |