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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 | $82,322 | $175,259-53.0% | $149,723-45.0% | $139,487-41.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.81% | 166.82%-153.0pp | 134.50%-120.7pp | 373.84%-360.0pp |
| Employer contribution / active EE | $4,169 | $5,478-23.9% | $4,821-13.5% | $4,755-12.3% |
| Participant deferral / active EE | $2,314 | $6,522-64.5% | $5,682-59.3% | $6,713-65.5% |
| Admin fee / account holder | $3,217 | $16,158-80.1% | $13,215-75.7% | $11,407-71.8% |