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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 | $33,356 | $175,231-81.0% | $149,696-77.7% | $139,466-76.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.09% | 166.77%-152.7pp | 134.46%-120.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $2,730 | $5,478-50.2% | $4,821-43.4% | $4,754-42.6% |
| Participant deferral / active EE | $6,599 | $6,521+1.2% | $5,682+16.1% | $6,712-1.7% |
| Admin fee / account holder | $698 | $16,155-95.7% | $13,212-94.7% | $11,409-93.9% |