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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 | $72,353 | $175,259-58.7% | $149,723-51.7% | $139,487-48.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.96% | 166.82%-149.9pp | 134.50%-117.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $3,765 | $5,478-31.3% | $4,821-21.9% | $4,755-20.8% |
| Participant deferral / active EE | $4,819 | $6,522-26.1% | $5,682-15.2% | $6,713-28.2% |
| Admin fee / account holder | $1,092 | $16,158-93.2% | $13,215-91.7% | $11,407-90.4% |