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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 | $67,105 | $175,259-61.7% | $149,723-55.2% | $139,487-51.9% |
| 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 | $1,207 | $5,478-78.0% | $4,821-75.0% | $4,755-74.6% |
| Participant deferral / active EE | $3,420 | $6,522-47.6% | $5,682-39.8% | $6,713-49.1% |
| Admin fee / account holder | $8,683 | $16,158-46.3% | $13,215-34.3% | $11,407-23.9% |