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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 | $25,457 | $175,257-85.5% | $149,717-83.0% | $139,456-81.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.54% | 166.70%-148.2pp | 134.41%-115.9pp | 373.45%-354.9pp |
| Employer contribution / active EE | $2,180 | $5,477-60.2% | $4,820-54.8% | $4,753-54.1% |
| Participant deferral / active EE | $4,415 | $6,521-32.3% | $5,682-22.3% | $6,711-34.2% |
| Admin fee / account holder | $9,709 | $16,156-39.9% | $13,213-26.5% | $11,407-14.9% |