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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 | $68,356 | $124,175-45.0% | $108,405-36.9% | $167,536-59.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.15% | 1380.13%-1364.0pp | 905.55%-889.4pp | 478.82%-462.7pp |
| Employer contribution / active EE | $2,773 | $4,188-33.8% | $3,559-22.1% | $4,839-42.7% |
| Participant deferral / active EE | $9,589 | $6,908+38.8% | $6,563+46.1% | $6,342+51.2% |
| Admin fee / account holder | $3,097 | $9,457-67.3% | $7,297-57.6% | $12,315-74.9% |