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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 | $53,932 | $176,120-69.4% | $159,487-66.2% | $167,553-67.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.86% | 331.95%-314.1pp | 263.71%-245.8pp | 478.89%-461.0pp |
| Employer contribution / active EE | $1,365 | $5,299-74.2% | $4,831-71.7% | $4,840-71.8% |
| Participant deferral / active EE | $9,584 | $7,752+23.6% | $7,354+30.3% | $6,343+51.1% |
| Admin fee / account holder | $2,067 | $12,561-83.5% | $10,804-80.9% | $12,316-83.2% |