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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 | $175,259-45.6% | $149,723-36.3% | $139,487-31.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.92% | 166.82%-155.9pp | 134.50%-123.6pp | 373.84%-362.9pp |
| Employer contribution / active EE | $2,809 | $5,478-48.7% | $4,821-41.7% | $4,755-40.9% |
| Participant deferral / active EE | $2,809 | $6,522-56.9% | $5,682-50.6% | $6,713-58.2% |
| Admin fee / account holder | $2,116 | $16,158-86.9% | $13,215-84.0% | $11,407-81.5% |