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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 | $99,551 | $175,259-43.2% | $149,723-33.5% | $139,487-28.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.37% | 166.82%-142.5pp | 134.50%-110.1pp | 373.84%-349.5pp |
| Employer contribution / active EE | $2,778 | $5,478-49.3% | $4,821-42.4% | $4,755-41.6% |
| Participant deferral / active EE | $18,250 | $6,522+179.8% | $5,682+221.2% | $6,713+171.9% |
| Admin fee / account holder | $7,937 | $16,158-50.9% | $13,215-39.9% | $11,407-30.4% |