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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 | $56,894 | $175,231-67.5% | $149,696-62.0% | $139,466-59.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.49% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $3,793 | $5,478-30.8% | $4,821-21.3% | $4,754-20.2% |
| Participant deferral / active EE | $5,319 | $6,521-18.4% | $5,682-6.4% | $6,712-20.8% |
| Admin fee / account holder | $3,069 | $16,155-81.0% | $13,212-76.8% | $11,409-73.1% |