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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 | $82,439 | $149,040-44.7% | $120,225-31.4% | $137,256-39.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.52% | 605.68%-584.2pp | 439.23%-417.7pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,857 | $4,350-34.3% | $3,475-17.8% | $4,156-31.3% |
| Participant deferral / active EE | $6,721 | $4,655+44.4% | $3,999+68.1% | $6,407+4.9% |
| Admin fee / account holder | $1,220 | $6,348-80.8% | $5,696-78.6% | $12,270-90.1% |