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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 | $89,245 | $175,257-49.1% | $149,717-40.4% | $139,456-36.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.88% | 166.70%-143.8pp | 134.41%-111.5pp | 373.45%-350.6pp |
| Employer contribution / active EE | $3,903 | $5,477-28.7% | $4,820-19.0% | $4,753-17.9% |
| Participant deferral / active EE | $11,735 | $6,521+80.0% | $5,682+106.5% | $6,711+74.8% |
| Admin fee / account holder | $1,587 | $16,156-90.2% | $13,213-88.0% | $11,407-86.1% |