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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 | $75,149 | $175,257-57.1% | $149,717-49.8% | $139,456-46.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.92% | 166.70%-147.8pp | 134.41%-115.5pp | 373.45%-354.5pp |
| Employer contribution / active EE | $6,417 | $5,477+17.2% | $4,820+33.1% | $4,753+35.0% |
| Participant deferral / active EE | $5,949 | $6,521-8.8% | $5,682+4.7% | $6,711-11.4% |
| Admin fee / account holder | $667 | $16,156-95.9% | $13,213-95.0% | $11,407-94.2% |