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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 | $175,231-73.0% | $149,696-68.4% | $139,466-66.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.18% | 166.77%-152.6pp | 134.46%-120.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $9,175 | $5,478+67.5% | $4,821+90.3% | $4,754+93.0% |
| Participant deferral / active EE | $4,047 | $6,521-37.9% | $5,682-28.8% | $6,712-39.7% |
| Admin fee / account holder | $903 | $16,155-94.4% | $13,212-93.2% | $11,409-92.1% |