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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 | $68,838 | $175,257-60.7% | $149,717-54.0% | $139,456-50.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.75% | 166.70%-144.9pp | 134.41%-112.7pp | 373.45%-351.7pp |
| Employer contribution / active EE | $2,500 | $5,477-54.4% | $4,820-48.1% | $4,753-47.4% |
| Participant deferral / active EE | $6,363 | $6,521-2.4% | $5,682+12.0% | $6,711-5.2% |
| Admin fee / account holder | $1,187 | $16,156-92.7% | $13,213-91.0% | $11,407-89.6% |