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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 | $124,075 | $175,259-29.2% | $149,723-17.1% | $139,487-11.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.70% | 166.82%-152.1pp | 134.50%-119.8pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,845 | $5,478-66.3% | $4,821-61.7% | $4,755-61.2% |
| Participant deferral / active EE | $3,416 | $6,522-47.6% | $5,682-39.9% | $6,713-49.1% |
| Admin fee / account holder | $846 | $16,158-94.8% | $13,215-93.6% | $11,407-92.6% |