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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 | $76,381 | $175,259-56.4% | $149,723-49.0% | $139,487-45.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.77% | 166.82%-148.1pp | 134.50%-115.7pp | 373.84%-355.1pp |
| Employer contribution / active EE | $8,324 | $5,478+51.9% | $4,821+72.6% | $4,755+75.1% |
| Participant deferral / active EE | $6,213 | $6,522-4.7% | $5,682+9.3% | $6,713-7.4% |
| Admin fee / account holder | $2,647 | $16,158-83.6% | $13,215-80.0% | $11,407-76.8% |