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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 | $75,461 | $175,259-56.9% | $149,723-49.6% | $139,487-45.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.60% | 166.82%-136.2pp | 134.50%-103.9pp | 373.84%-343.2pp |
| Employer contribution / active EE | $3,575 | $5,478-34.7% | $4,821-25.8% | $4,755-24.8% |
| Participant deferral / active EE | $7,550 | $6,522+15.8% | $5,682+32.9% | $6,713+12.5% |
| Admin fee / account holder | $393 | $16,158-97.6% | $13,215-97.0% | $11,407-96.6% |