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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 | $50,108 | $175,231-71.4% | $149,696-66.5% | $139,466-64.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.38% | 166.77%-139.4pp | 134.46%-107.1pp | 373.66%-346.3pp |
| Employer contribution / active EE | $2,362 | $5,478-56.9% | $4,821-51.0% | $4,754-50.3% |
| Participant deferral / active EE | $3,519 | $6,521-46.0% | $5,682-38.1% | $6,712-47.6% |
| Admin fee / account holder | $564 | $16,155-96.5% | $13,212-95.7% | $11,409-95.1% |