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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 | $91,198 | $175,257-48.0% | $149,717-39.1% | $139,456-34.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.16% | 166.70%-147.5pp | 134.41%-115.2pp | 373.45%-354.3pp |
| Employer contribution / active EE | $3,056 | $5,477-44.2% | $4,820-36.6% | $4,753-35.7% |
| Participant deferral / active EE | $5,744 | $6,521-11.9% | $5,682+1.1% | $6,711-14.4% |
| Admin fee / account holder | $686 | $16,156-95.8% | $13,213-94.8% | $11,407-94.0% |