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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 | $42,351 | $175,231-75.8% | $149,696-71.7% | $139,466-69.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.25% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,702 | $5,478-68.9% | $4,821-64.7% | $4,754-64.2% |
| Participant deferral / active EE | $4,074 | $6,521-37.5% | $5,682-28.3% | $6,712-39.3% |
| Admin fee / account holder | $13,350 | $16,155-17.4% | $13,212+1.0% | $11,409+17.0% |