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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 | $57,239 | $175,231-67.3% | $149,696-61.8% | $139,466-59.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.01% | 166.77%-153.8pp | 134.46%-121.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,639 | $5,478-51.8% | $4,821-45.3% | $4,754-44.5% |
| Participant deferral / active EE | $9,003 | $6,521+38.1% | $5,682+58.4% | $6,712+34.1% |
| Admin fee / account holder | $66,030 | $16,155+308.7% | $13,212+399.8% | $11,409+478.8% |