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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 | $48,968 | $162,529-69.9% | $130,788-62.6% | $154,746-68.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 24.28% | 510.48%-486.2pp | 386.44%-362.2pp | 172.34%-148.1pp |
| Employer contribution / active EE | $3,804 | $4,447-14.5% | $3,558+6.9% | $4,379-13.1% |
| Participant deferral / active EE | $7,154 | $4,808+48.8% | $4,137+72.9% | $6,730+6.3% |
| Admin fee / account holder | $872 | $7,669-88.6% | $6,673-86.9% | $14,365-93.9% |