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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 | $71,427 | $175,257-59.2% | $149,717-52.3% | $139,456-48.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.16% | 166.70%-153.5pp | 134.41%-121.2pp | 373.45%-360.3pp |
| Employer contribution / active EE | $3,763 | $5,477-31.3% | $4,820-21.9% | $4,753-20.8% |
| Participant deferral / active EE | $7,643 | $6,521+17.2% | $5,682+34.5% | $6,711+13.9% |
| Admin fee / account holder | $6,378 | $16,156-60.5% | $13,213-51.7% | $11,407-44.1% |