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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 | $108,649 | $175,259-38.0% | $149,723-27.4% | $139,487-22.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.27% | 166.82%-152.6pp | 134.50%-120.2pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,093 | $5,478-80.1% | $4,821-77.3% | $4,755-77.0% |
| Participant deferral / active EE | $7,469 | $6,522+14.5% | $5,682+31.4% | $6,713+11.3% |
| Admin fee / account holder | $6,747 | $16,158-58.2% | $13,215-48.9% | $11,407-40.9% |