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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 | $65,985 | $175,257-62.3% | $149,717-55.9% | $139,456-52.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.00% | 166.70%-149.7pp | 134.41%-117.4pp | 373.45%-356.4pp |
| Employer contribution / active EE | $15,639 | $5,477+185.6% | $4,820+224.5% | $4,753+229.1% |
| Participant deferral / active EE | $11,123 | $6,521+70.6% | $5,682+95.8% | $6,711+65.7% |
| Admin fee / account holder | $1,553 | $16,156-90.4% | $13,213-88.2% | $11,407-86.4% |