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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 | $83,764 | $175,259-52.2% | $149,723-44.1% | $139,487-39.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.84% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $3,242 | $5,478-40.8% | $4,821-32.8% | $4,755-31.8% |
| Participant deferral / active EE | $2,505 | $6,522-61.6% | $5,682-55.9% | $6,713-62.7% |
| Admin fee / account holder | $6,138 | $16,158-62.0% | $13,215-53.6% | $11,407-46.2% |