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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 | $59,053 | $175,259-66.3% | $149,723-60.6% | $139,487-57.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.17% | 166.82%-153.7pp | 134.50%-121.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $2,103 | $5,478-61.6% | $4,821-56.4% | $4,755-55.8% |
| Participant deferral / active EE | $3,213 | $6,522-50.7% | $5,682-43.5% | $6,713-52.1% |
| Admin fee / account holder | $1,358 | $16,158-91.6% | $13,215-89.7% | $11,407-88.1% |