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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 | $39,290 | $175,259-77.6% | $149,723-73.8% | $139,487-71.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.96% | 166.82%-148.9pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $5,952 | $5,478+8.6% | $4,821+23.5% | $4,755+25.2% |
| Participant deferral / active EE | $6,555 | $6,522+0.5% | $5,682+15.4% | $6,713-2.3% |
| Admin fee / account holder | $4,112 | $16,158-74.5% | $13,215-68.9% | $11,407-64.0% |