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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 | $62,121 | $150,435-58.7% | $120,580-48.5% | $145,897-57.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.54% | 154.60%-143.1pp | 107.48%-95.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,842 | $4,352-34.7% | $3,469-18.1% | $4,663-39.0% |
| Participant deferral / active EE | $8,429 | $6,174+36.5% | $4,995+68.7% | $6,689+26.0% |
| Admin fee / account holder | $2,104 | $12,182-82.7% | $9,418-77.7% | $13,390-84.3% |