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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 | $89,092 | $175,257-49.2% | $149,717-40.5% | $139,456-36.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.80% | 166.70%-143.9pp | 134.41%-111.6pp | 373.45%-350.6pp |
| Employer contribution / active EE | $7,715 | $5,477+40.9% | $4,820+60.1% | $4,753+62.3% |
| Participant deferral / active EE | $8,004 | $6,521+22.7% | $5,682+40.9% | $6,711+19.3% |
| Admin fee / account holder | $3,066 | $16,156-81.0% | $13,213-76.8% | $11,407-73.1% |