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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 | $54,396 | $175,259-69.0% | $149,723-63.7% | $139,487-61.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.08% | 166.82%-152.7pp | 134.50%-120.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $1,726 | $5,478-68.5% | $4,821-64.2% | $4,755-63.7% |
| Participant deferral / active EE | $3,819 | $6,522-41.4% | $5,682-32.8% | $6,713-43.1% |
| Admin fee / account holder | $18,966 | $16,158+17.4% | $13,215+43.5% | $11,407+66.3% |