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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 | $50,092 | $175,231-71.4% | $149,696-66.5% | $139,466-64.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.99% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $6,682 | $5,478+22.0% | $4,821+38.6% | $4,754+40.6% |
| Participant deferral / active EE | $7,796 | $6,521+19.5% | $5,682+37.2% | $6,712+16.1% |
| Admin fee / account holder | $1,271 | $16,155-92.1% | $13,212-90.4% | $11,409-88.9% |