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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 | $53,682 | $175,259-69.4% | $149,723-64.1% | $139,487-61.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.89% | 166.82%-152.9pp | 134.50%-120.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $2,727 | $5,478-50.2% | $4,821-43.4% | $4,755-42.6% |
| Participant deferral / active EE | $4,228 | $6,522-35.2% | $5,682-25.6% | $6,713-37.0% |
| Admin fee / account holder | $10,846 | $16,158-32.9% | $13,215-17.9% | $11,407-4.9% |