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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 | $48,463 | $175,257-72.3% | $149,717-67.6% | $139,456-65.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.98% | 166.70%-148.7pp | 134.41%-116.4pp | 373.45%-355.5pp |
| Employer contribution / active EE | $2,133 | $5,477-61.1% | $4,820-55.8% | $4,753-55.1% |
| Participant deferral / active EE | $5,363 | $6,521-17.8% | $5,682-5.6% | $6,711-20.1% |
| Admin fee / account holder | $13,724 | $16,156-15.1% | $13,213+3.9% | $11,407+20.3% |