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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 | $44,520 | $175,259-74.6% | $149,723-70.3% | $139,487-68.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.01% | 166.82%-151.8pp | 134.50%-119.5pp | 373.84%-358.8pp |
| Employer contribution / active EE | $5,741 | $5,478+4.8% | $4,821+19.1% | $4,755+20.7% |
| Participant deferral / active EE | $9,627 | $6,522+47.6% | $5,682+69.4% | $6,713+43.4% |
| Admin fee / account holder | $8,350 | $16,158-48.3% | $13,215-36.8% | $11,407-26.8% |