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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 | $73,215 | $175,259-58.2% | $149,723-51.1% | $139,487-47.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.34% | 166.82%-152.5pp | 134.50%-120.2pp | 373.84%-359.5pp |
| Employer contribution / active EE | $7,200 | $5,478+31.4% | $4,821+49.3% | $4,755+51.4% |
| Participant deferral / active EE | $5,931 | $6,522-9.1% | $5,682+4.4% | $6,713-11.6% |
| Admin fee / account holder | $4,064 | $16,158-74.8% | $13,215-69.2% | $11,407-64.4% |