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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 | $62,296 | $175,259-64.5% | $149,723-58.4% | $139,487-55.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.83% | 166.82%-148.0pp | 134.50%-115.7pp | 373.84%-355.0pp |
| Employer contribution / active EE | $4,655 | $5,478-15.0% | $4,821-3.4% | $4,755-2.1% |
| Participant deferral / active EE | $9,279 | $6,522+42.3% | $5,682+63.3% | $6,713+38.2% |
| Admin fee / account holder | $4,236 | $16,158-73.8% | $13,215-67.9% | $11,407-62.9% |