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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 | $48,824 | $175,231-72.1% | $149,696-67.4% | $139,466-65.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.92% | 166.77%-146.9pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $3,577 | $5,478-34.7% | $4,821-25.8% | $4,754-24.8% |
| Participant deferral / active EE | $8,838 | $6,521+35.5% | $5,682+55.6% | $6,712+31.7% |
| Admin fee / account holder | $6,476 | $16,155-59.9% | $13,212-51.0% | $11,409-43.2% |