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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 | $37,861 | $175,257-78.4% | $149,717-74.7% | $139,456-72.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.55% | 166.70%-147.1pp | 134.41%-114.9pp | 373.45%-353.9pp |
| Employer contribution / active EE | $7,925 | $5,477+44.7% | $4,820+64.4% | $4,753+66.8% |
| Participant deferral / active EE | $5,879 | $6,521-9.8% | $5,682+3.5% | $6,711-12.4% |
| Admin fee / account holder | $5,059 | $16,156-68.7% | $13,213-61.7% | $11,407-55.6% |