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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 | $54,211 | $217,432-75.1% | $185,849-70.8% | $167,536-67.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.00% | 148.42%-130.4pp | 122.10%-104.1pp | 478.82%-460.8pp |
| Employer contribution / active EE | $4,528 | $5,875-22.9% | $5,169-12.4% | $4,839-6.4% |
| Participant deferral / active EE | $4,745 | $6,357-25.4% | $5,569-14.8% | $6,342-25.2% |
| Admin fee / account holder | $2,380 | $19,818-88.0% | $16,244-85.3% | $12,315-80.7% |