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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 | $52,828 | $175,231-69.9% | $149,696-64.7% | $139,466-62.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.58% | 166.77%-148.2pp | 134.46%-115.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,607 | $5,478-70.7% | $4,821-66.7% | $4,754-66.2% |
| Participant deferral / active EE | $5,226 | $6,521-19.9% | $5,682-8.0% | $6,712-22.1% |
| Admin fee / account holder | $2,593 | $16,155-83.9% | $13,212-80.4% | $11,409-77.3% |