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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 | $99,566 | $175,259-43.2% | $149,723-33.5% | $139,487-28.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.09% | 166.82%-153.7pp | 134.50%-121.4pp | 373.84%-360.8pp |
| Employer contribution / active EE | $2,431 | $5,478-55.6% | $4,821-49.6% | $4,755-48.9% |
| Participant deferral / active EE | $9,150 | $6,522+40.3% | $5,682+61.0% | $6,713+36.3% |
| Admin fee / account holder | $976 | $16,158-94.0% | $13,215-92.6% | $11,407-91.4% |