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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 | $70,497 | $175,257-59.8% | $149,717-52.9% | $139,456-49.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.86% | 166.70%-152.8pp | 134.41%-120.5pp | 373.45%-359.6pp |
| Employer contribution / active EE | $3,556 | $5,477-35.1% | $4,820-26.2% | $4,753-25.2% |
| Participant deferral / active EE | $9,422 | $6,521+44.5% | $5,682+65.8% | $6,711+40.4% |
| Admin fee / account holder | $4,817 | $16,156-70.2% | $13,213-63.5% | $11,407-57.8% |