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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 | $57,944 | $175,259-66.9% | $149,723-61.3% | $139,487-58.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.86% | 166.82%-151.0pp | 134.50%-118.6pp | 373.84%-358.0pp |
| Employer contribution / active EE | $6,365 | $5,478+16.2% | $4,821+32.0% | $4,755+33.9% |
| Participant deferral / active EE | $8,750 | $6,522+34.2% | $5,682+54.0% | $6,713+30.4% |
| Admin fee / account holder | $1,281 | $16,158-92.1% | $13,215-90.3% | $11,407-88.8% |