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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 | $43,187 | $217,427-80.1% | $185,837-76.8% | $167,518-74.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.59% | 148.39%-121.8pp | 122.08%-95.5pp | 478.71%-452.1pp |
| Employer contribution / active EE | $3,141 | $5,874-46.5% | $5,168-39.2% | $4,838-35.1% |
| Participant deferral / active EE | $5,978 | $6,357-6.0% | $5,568+7.4% | $6,342-5.7% |
| Admin fee / account holder | $1,885 | $19,816-90.5% | $16,241-88.4% | $12,312-84.7% |