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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 | $117,115 | $175,259-33.2% | $149,723-21.8% | $139,487-16.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.77% | 166.82%-152.1pp | 134.50%-119.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $2,220 | $5,478-59.5% | $4,821-54.0% | $4,755-53.3% |
| Participant deferral / active EE | $6,047 | $6,522-7.3% | $5,682+6.4% | $6,713-9.9% |
| Admin fee / account holder | $4,279 | $16,158-73.5% | $13,215-67.6% | $11,407-62.5% |