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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 | $53,239 | $175,259-69.6% | $149,723-64.4% | $139,487-61.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.21% | 166.82%-152.6pp | 134.50%-120.3pp | 373.84%-359.6pp |
| Employer contribution / active EE | $7,862 | $5,478+43.5% | $4,821+63.1% | $4,755+65.3% |
| Participant deferral / active EE | $6,223 | $6,522-4.6% | $5,682+9.5% | $6,713-7.3% |
| Admin fee / account holder | $3,053 | $16,158-81.1% | $13,215-76.9% | $11,407-73.2% |