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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 | $37,006 | $175,231-78.9% | $149,696-75.3% | $139,466-73.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.00% | 166.77%-140.8pp | 134.46%-108.5pp | 373.66%-347.7pp |
| Employer contribution / active EE | $2,530 | $5,478-53.8% | $4,821-47.5% | $4,754-46.8% |
| Participant deferral / active EE | $4,156 | $6,521-36.3% | $5,682-26.9% | $6,712-38.1% |
| Admin fee / account holder | $349 | $16,155-97.8% | $13,212-97.4% | $11,409-96.9% |