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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 | $72,704 | $175,257-58.5% | $149,717-51.4% | $139,456-47.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.07% | 166.70%-148.6pp | 134.41%-116.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $2,989 | $5,477-45.4% | $4,820-38.0% | $4,753-37.1% |
| Participant deferral / active EE | $7,566 | $6,521+16.0% | $5,682+33.2% | $6,711+12.7% |
| Admin fee / account holder | $2,070 | $16,156-87.2% | $13,213-84.3% | $11,407-81.9% |