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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 | $34,566 | $175,259-80.3% | $149,723-76.9% | $139,487-75.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.70% | 166.82%-151.1pp | 134.50%-118.8pp | 373.84%-358.1pp |
| Employer contribution / active EE | $3,407 | $5,478-37.8% | $4,821-29.3% | $4,755-28.4% |
| Participant deferral / active EE | $3,766 | $6,522-42.3% | $5,682-33.7% | $6,713-43.9% |
| Admin fee / account holder | $2,394 | $16,158-85.2% | $13,215-81.9% | $11,407-79.0% |