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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 | $54,239 | $175,231-69.0% | $149,696-63.8% | $139,466-61.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $4,429 | $5,478-19.2% | $4,821-8.1% | $4,754-6.8% |
| Participant deferral / active EE | $9,169 | $6,521+40.6% | $5,682+61.4% | $6,712+36.6% |
| Admin fee / account holder | $7,233 | $16,155-55.2% | $13,212-45.3% | $11,409-36.6% |