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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 | $81,680 | $175,259-53.4% | $149,723-45.4% | $139,487-41.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.03% | 166.82%-150.8pp | 134.50%-118.5pp | 373.84%-357.8pp |
| Employer contribution / active EE | $2,597 | $5,478-52.6% | $4,821-46.1% | $4,755-45.4% |
| Participant deferral / active EE | $9,954 | $6,522+52.6% | $5,682+75.2% | $6,713+48.3% |
| Admin fee / account holder | $1,039 | $16,158-93.6% | $13,215-92.1% | $11,407-90.9% |