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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 | $23,681 | $175,259-86.5% | $149,723-84.2% | $139,487-83.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.89% | 166.82%-154.9pp | 134.50%-122.6pp | 373.84%-361.9pp |
| Employer contribution / active EE | $3,120 | $5,478-43.0% | $4,821-35.3% | $4,755-34.4% |
| Participant deferral / active EE | $3,912 | $6,522-40.0% | $5,682-31.2% | $6,713-41.7% |
| Admin fee / account holder | $4,977 | $16,158-69.2% | $13,215-62.3% | $11,407-56.4% |