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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 | $65,656 | $175,231-62.5% | $149,696-56.1% | $139,466-52.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.48% | 166.77%-152.3pp | 134.46%-120.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,656 | $5,478-51.5% | $4,821-44.9% | $4,754-44.1% |
| Participant deferral / active EE | $8,368 | $6,521+28.3% | $5,682+47.3% | $6,712+24.7% |
| Admin fee / account holder | $79,099 | $16,155+389.6% | $13,212+498.7% | $11,409+593.3% |