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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 | $60,858 | $175,259-65.3% | $149,723-59.4% | $139,487-56.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.77% | 166.82%-155.1pp | 134.50%-122.7pp | 373.84%-362.1pp |
| Employer contribution / active EE | $13,421 | $5,478+145.0% | $4,821+178.4% | $4,755+182.3% |
| Participant deferral / active EE | $8,210 | $6,522+25.9% | $5,682+44.5% | $6,713+22.3% |
| Admin fee / account holder | $98,029 | $16,158+506.7% | $13,215+641.8% | $11,407+759.4% |