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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 | $103,186 | $175,259-41.1% | $149,723-31.1% | $139,487-26.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.03% | 166.82%-155.8pp | 134.50%-123.5pp | 373.84%-362.8pp |
| Employer contribution / active EE | $3,451 | $5,478-37.0% | $4,821-28.4% | $4,755-27.4% |
| Participant deferral / active EE | $7,047 | $6,522+8.1% | $5,682+24.0% | $6,713+5.0% |
| Admin fee / account holder | $3,782 | $16,158-76.6% | $13,215-71.4% | $11,407-66.9% |