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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 | $175,212-58.7% | $149,682-51.7% | $139,427-48.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.43% | 166.63%-152.2pp | 134.35%-119.9pp | 373.27%-358.8pp |
| Employer contribution / active EE | $10,839 | $5,475+98.0% | $4,818+124.9% | $4,752+128.1% |
| Participant deferral / active EE | $5,723 | $6,520-12.2% | $5,681+0.7% | $6,711-14.7% |
| Admin fee / account holder | $4,762 | $16,150-70.5% | $13,210-64.0% | $11,404-58.2% |