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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 | $68,387 | $104,937-34.8% | $84,628-19.2% | $152,897-55.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 13.85% | 373.88%-360.0pp | 258.80%-244.9pp | 345.43%-331.6pp |
| Employer contribution / active EE | $3,417 | $3,303+3.5% | $2,653+28.8% | $4,764-28.3% |
| Participant deferral / active EE | $8,304 | $4,690+77.1% | $3,900+112.9% | $5,851+41.9% |
| Admin fee / account holder | $4,319 | $6,243-30.8% | $4,914-12.1% | $11,599-62.8% |