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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 | $77,271 | $175,259-55.9% | $149,723-48.4% | $139,487-44.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.61% | 166.82%-147.2pp | 134.50%-114.9pp | 373.84%-354.2pp |
| Employer contribution / active EE | $7,862 | $5,478+43.5% | $4,821+63.1% | $4,755+65.3% |
| Participant deferral / active EE | $3,159 | $6,522-51.6% | $5,682-44.4% | $6,713-52.9% |
| Admin fee / account holder | $408 | $16,158-97.5% | $13,215-96.9% | $11,407-96.4% |