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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 | $70,393 | $175,231-59.8% | $149,696-53.0% | $139,466-49.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.03% | 166.77%-154.7pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $7,841 | $5,478+43.1% | $4,821+62.6% | $4,754+64.9% |
| Participant deferral / active EE | $5,203 | $6,521-20.2% | $5,682-8.4% | $6,712-22.5% |
| Admin fee / account holder | $1,642 | $16,155-89.8% | $13,212-87.6% | $11,409-85.6% |