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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 | $34,286 | $175,231-80.4% | $149,696-77.1% | $139,466-75.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.65% | 166.77%-149.1pp | 134.46%-116.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $2,807 | $5,478-48.8% | $4,821-41.8% | $4,754-41.0% |
| Participant deferral / active EE | $6,063 | $6,521-7.0% | $5,682+6.7% | $6,712-9.7% |
| Admin fee / account holder | $732 | $16,155-95.5% | $13,212-94.5% | $11,409-93.6% |