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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 | $42,186 | $217,432-80.6% | $185,851-77.3% | $167,553-74.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.68% | 148.43%-132.7pp | 122.11%-106.4pp | 478.89%-463.2pp |
| Employer contribution / active EE | $1,405 | $5,874-76.1% | $5,168-72.8% | $4,840-71.0% |
| Participant deferral / active EE | $2,802 | $6,357-55.9% | $5,569-49.7% | $6,343-55.8% |
| Admin fee / account holder | $416 | $19,820-97.9% | $16,245-97.4% | $12,316-96.6% |