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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 | $95,402 | $175,212-45.6% | $149,682-36.3% | $139,427-31.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.92% | 166.63%-155.7pp | 134.35%-123.4pp | 373.27%-362.3pp |
| Employer contribution / active EE | $2,809 | $5,475-48.7% | $4,818-41.7% | $4,752-40.9% |
| Participant deferral / active EE | $2,809 | $6,520-56.9% | $5,681-50.5% | $6,711-58.1% |
| Admin fee / account holder | $2,116 | $16,150-86.9% | $13,210-84.0% | $11,404-81.4% |