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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 | $77,235 | $175,259-55.9% | $149,723-48.4% | $139,487-44.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.87% | 166.82%-146.0pp | 134.50%-113.6pp | 373.84%-353.0pp |
| Employer contribution / active EE | $3,491 | $5,478-36.3% | $4,821-27.6% | $4,755-26.6% |
| Participant deferral / active EE | $6,347 | $6,522-2.7% | $5,682+11.7% | $6,713-5.4% |
| Admin fee / account holder | $322 | $16,158-98.0% | $13,215-97.6% | $11,407-97.2% |