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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 | $87,746 | $175,257-49.9% | $149,717-41.4% | $139,456-37.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.84% | 166.70%-146.9pp | 134.41%-114.6pp | 373.45%-353.6pp |
| Employer contribution / active EE | $2,981 | $5,477-45.6% | $4,820-38.1% | $4,753-37.3% |
| Participant deferral / active EE | $8,628 | $6,521+32.3% | $5,682+51.9% | $6,711+28.6% |
| Admin fee / account holder | $511 | $16,156-96.8% | $13,213-96.1% | $11,407-95.5% |