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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 | $58,681 | $144,130-59.3% | $117,861-50.2% | $147,586-60.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.96% | 531.20%-508.2pp | 335.11%-312.1pp | 578.59%-555.6pp |
| Employer contribution / active EE | $2,116 | $4,897-56.8% | $3,786-44.1% | $4,876-56.6% |
| Participant deferral / active EE | $6,292 | $5,316+18.4% | $4,482+40.4% | $5,439+15.7% |
| Admin fee / account holder | $6,077 | $10,887-44.2% | $8,021-24.2% | $10,886-44.2% |