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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 | $51,011 | $175,259-70.9% | $149,723-65.9% | $139,487-63.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.60% | 166.82%-153.2pp | 134.50%-120.9pp | 373.84%-360.2pp |
| Employer contribution / active EE | $3,495 | $5,478-36.2% | $4,821-27.5% | $4,755-26.5% |
| Participant deferral / active EE | $32,230 | $6,522+394.2% | $5,682+467.2% | $6,713+380.1% |
| Admin fee / account holder | $8,940 | $16,158-44.7% | $13,215-32.4% | $11,407-21.6% |