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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 | $99,127 | $175,257-43.4% | $149,717-33.8% | $139,456-28.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.87% | 166.70%-148.8pp | 134.41%-116.5pp | 373.45%-355.6pp |
| Employer contribution / active EE | $3,137 | $5,477-42.7% | $4,820-34.9% | $4,753-34.0% |
| Participant deferral / active EE | $5,958 | $6,521-8.6% | $5,682+4.9% | $6,711-11.2% |
| Admin fee / account holder | $2,832 | $16,156-82.5% | $13,213-78.6% | $11,407-75.2% |