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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 | $36,553 | $175,231-79.1% | $149,696-75.6% | $139,466-73.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.50% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $5,702 | $5,478+4.1% | $4,821+18.3% | $4,754+19.9% |
| Participant deferral / active EE | $4,631 | $6,521-29.0% | $5,682-18.5% | $6,712-31.0% |
| Admin fee / account holder | $495 | $16,155-96.9% | $13,212-96.3% | $11,409-95.7% |