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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 | $72,351 | $175,259-58.7% | $149,723-51.7% | $139,487-48.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.43% | 166.82%-152.4pp | 134.50%-120.1pp | 373.84%-359.4pp |
| Employer contribution / active EE | $10,839 | $5,478+97.9% | $4,821+124.8% | $4,755+128.0% |
| Participant deferral / active EE | $5,723 | $6,522-12.2% | $5,682+0.7% | $6,713-14.7% |
| Admin fee / account holder | $4,762 | $16,158-70.5% | $13,215-64.0% | $11,407-58.3% |