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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 | $83,359 | $175,231-52.4% | $149,696-44.3% | $139,466-40.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.43% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $4,070 | $5,478-25.7% | $4,821-15.6% | $4,754-14.4% |
| Participant deferral / active EE | $3,024 | $6,521-53.6% | $5,682-46.8% | $6,712-54.9% |
| Admin fee / account holder | $2,452 | $16,155-84.8% | $13,212-81.4% | $11,409-78.5% |