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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 | $61,221 | $175,259-65.1% | $149,723-59.1% | $139,487-56.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.68% | 166.82%-152.1pp | 134.50%-119.8pp | 373.84%-359.2pp |
| Employer contribution / active EE | $2,521 | $5,478-54.0% | $4,821-47.7% | $4,755-47.0% |
| Participant deferral / active EE | $4,996 | $6,522-23.4% | $5,682-12.1% | $6,713-25.6% |
| Admin fee / account holder | $2,618 | $16,158-83.8% | $13,215-80.2% | $11,407-77.1% |