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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 | $47,317 | $175,257-73.0% | $149,717-68.4% | $139,456-66.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.18% | 166.70%-152.5pp | 134.41%-120.2pp | 373.45%-359.3pp |
| Employer contribution / active EE | $9,175 | $5,477+67.5% | $4,820+90.4% | $4,753+93.0% |
| Participant deferral / active EE | $4,047 | $6,521-37.9% | $5,682-28.8% | $6,711-39.7% |
| Admin fee / account holder | $903 | $16,156-94.4% | $13,213-93.2% | $11,407-92.1% |