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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 | $52,941 | $175,257-69.8% | $149,717-64.6% | $139,456-62.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.30% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.1pp |
| Employer contribution / active EE | $3,341 | $5,477-39.0% | $4,820-30.7% | $4,753-29.7% |
| Participant deferral / active EE | $9,465 | $6,521+45.1% | $5,682+66.6% | $6,711+41.0% |
| Admin fee / account holder | $670 | $16,156-95.9% | $13,213-94.9% | $11,407-94.1% |