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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 | $35,380 | $175,259-79.8% | $149,723-76.4% | $139,487-74.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.90% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-360.9pp |
| Employer contribution / active EE | $9,529 | $5,478+73.9% | $4,821+97.6% | $4,755+100.4% |
| Participant deferral / active EE | $4,406 | $6,522-32.4% | $5,682-22.5% | $6,713-34.4% |
| Admin fee / account holder | $2,370 | $16,158-85.3% | $13,215-82.1% | $11,407-79.2% |