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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 | $40,346 | $175,257-77.0% | $149,717-73.1% | $139,456-71.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.54% | 166.70%-149.2pp | 134.41%-116.9pp | 373.45%-355.9pp |
| Employer contribution / active EE | $7,928 | $5,477+44.8% | $4,820+64.5% | $4,753+66.8% |
| Participant deferral / active EE | $5,248 | $6,521-19.5% | $5,682-7.6% | $6,711-21.8% |
| Admin fee / account holder | $1,417 | $16,156-91.2% | $13,213-89.3% | $11,407-87.6% |