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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 | $76,243 | $175,259-56.5% | $149,723-49.1% | $139,487-45.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.43% | 166.82%-149.4pp | 134.50%-117.1pp | 373.84%-356.4pp |
| Employer contribution / active EE | $4,282 | $5,478-21.8% | $4,821-11.2% | $4,755-9.9% |
| Participant deferral / active EE | $8,355 | $6,522+28.1% | $5,682+47.0% | $6,713+24.5% |
| Admin fee / account holder | $2,214 | $16,158-86.3% | $13,215-83.2% | $11,407-80.6% |