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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 | $67,418 | $105,158-35.9% | $94,672-28.8% | $139,487-51.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.34% | 38.11%-23.8pp | 156.89%-142.5pp | 373.84%-359.5pp |
| Employer contribution / active EE | $7,682 | $4,107+87.0% | $3,673+109.1% | $4,755+61.6% |
| Participant deferral / active EE | $17,081 | $7,599+124.8% | $7,417+130.3% | $6,713+154.5% |
| Admin fee / account holder | $7,002 | $8,972-22.0% | $7,222-3.0% | $11,407-38.6% |