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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 | $43,000 | $175,231-75.5% | $149,696-71.3% | $139,466-69.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.11% | 166.77%-150.7pp | 134.46%-118.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $3,461 | $5,478-36.8% | $4,821-28.2% | $4,754-27.2% |
| Participant deferral / active EE | $8,305 | $6,521+27.4% | $5,682+46.2% | $6,712+23.7% |
| Admin fee / account holder | $11,821 | $16,155-26.8% | $13,212-10.5% | $11,409+3.6% |