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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 | $64,021 | $175,259-63.5% | $149,723-57.2% | $139,487-54.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.81% | 166.82%-156.0pp | 134.50%-123.7pp | 373.84%-363.0pp |
| Employer contribution / active EE | $3,064 | $5,478-44.1% | $4,821-36.4% | $4,755-35.6% |
| Participant deferral / active EE | $30,000 | $6,522+360.0% | $5,682+427.9% | $6,713+346.9% |
| Admin fee / account holder | $485 | $16,158-97.0% | $13,215-96.3% | $11,407-95.7% |