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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 | $60,266 | $175,231-65.6% | $149,696-59.7% | $139,466-56.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.72% | 166.77%-147.1pp | 134.46%-114.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,640 | $5,478-51.8% | $4,821-45.2% | $4,754-44.5% |
| Participant deferral / active EE | $4,950 | $6,521-24.1% | $5,682-12.9% | $6,712-26.3% |
| Admin fee / account holder | $13,381 | $16,155-17.2% | $13,212+1.3% | $11,409+17.3% |