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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 | $57,294 | $175,231-67.3% | $149,696-61.7% | $139,466-58.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.63% | 166.77%-146.1pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $6,007 | $5,478+9.7% | $4,821+24.6% | $4,754+26.4% |
| Participant deferral / active EE | $4,808 | $6,521-26.3% | $5,682-15.4% | $6,712-28.4% |
| Admin fee / account holder | $2,153 | $16,155-86.7% | $13,212-83.7% | $11,409-81.1% |