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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 | $104,480 | $175,259-40.4% | $149,723-30.2% | $139,487-25.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.44% | 166.82%-149.4pp | 134.50%-117.1pp | 373.84%-356.4pp |
| Employer contribution / active EE | $3,697 | $5,478-32.5% | $4,821-23.3% | $4,755-22.2% |
| Participant deferral / active EE | $8,326 | $6,522+27.7% | $5,682+46.5% | $6,713+24.0% |
| Admin fee / account holder | $1,032 | $16,158-93.6% | $13,215-92.2% | $11,407-91.0% |