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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 | $60,944 | $175,259-65.2% | $149,723-59.3% | $139,487-56.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.96% | 166.82%-153.9pp | 134.50%-121.5pp | 373.84%-360.9pp |
| Employer contribution / active EE | $2,462 | $5,478-55.1% | $4,821-48.9% | $4,755-48.2% |
| Participant deferral / active EE | $7,026 | $6,522+7.7% | $5,682+23.7% | $6,713+4.7% |
| Admin fee / account holder | $12,098 | $16,158-25.1% | $13,215-8.5% | $11,407+6.1% |