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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 | $77,059 | $175,231-56.0% | $149,696-48.5% | $139,466-44.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.13% | 166.77%-154.6pp | 134.46%-122.3pp | 373.66%-361.5pp |
| Employer contribution / active EE | $2,937 | $5,478-46.4% | $4,821-39.1% | $4,754-38.2% |
| Participant deferral / active EE | $4,150 | $6,521-36.4% | $5,682-27.0% | $6,712-38.2% |
| Admin fee / account holder | $1,487 | $16,155-90.8% | $13,212-88.7% | $11,409-87.0% |