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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 | $91,176 | $175,257-48.0% | $149,717-39.1% | $139,456-34.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.62% | 166.70%-143.1pp | 134.41%-110.8pp | 373.45%-349.8pp |
| Employer contribution / active EE | $1,200 | $5,477-78.1% | $4,820-75.1% | $4,753-74.8% |
| Participant deferral / active EE | $2,069 | $6,521-68.3% | $5,682-63.6% | $6,711-69.2% |
| Admin fee / account holder | $13,130 | $16,156-18.7% | $13,213-0.6% | $11,407+15.1% |