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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 | $44,247 | $226,105-80.4% | $182,540-75.8% | $152,897-71.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.13% | 192.58%-177.4pp | 148.58%-133.4pp | 345.43%-330.3pp |
| Employer contribution / active EE | $3,955 | $4,978-20.6% | $4,076-3.0% | $4,764-17.0% |
| Participant deferral / active EE | $5,653 | $6,370-11.2% | $5,525+2.3% | $5,851-3.4% |
| Admin fee / account holder | $1,884 | $10,706-82.4% | $8,593-78.1% | $11,599-83.8% |