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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 | $76,145 | $175,231-56.5% | $149,696-49.1% | $139,466-45.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.71% | 166.77%-153.1pp | 134.46%-120.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,384 | $5,478-74.7% | $4,821-71.3% | $4,754-70.9% |
| Participant deferral / active EE | $3,683 | $6,521-43.5% | $5,682-35.2% | $6,712-45.1% |
| Admin fee / account holder | $898 | $16,155-94.4% | $13,212-93.2% | $11,409-92.1% |