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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 | $76,318 | $175,257-56.5% | $149,717-49.0% | $139,456-45.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.89% | 166.70%-155.8pp | 134.41%-123.5pp | 373.45%-362.6pp |
| Employer contribution / active EE | $2,137 | $5,477-61.0% | $4,820-55.7% | $4,753-55.0% |
| Participant deferral / active EE | $5,272 | $6,521-19.1% | $5,682-7.2% | $6,711-21.4% |
| Admin fee / account holder | $2,884 | $16,156-82.2% | $13,213-78.2% | $11,407-74.7% |