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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 | $45,731 | $217,432-79.0% | $185,851-75.4% | $167,553-72.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.93% | 148.43%-138.5pp | 122.11%-112.2pp | 478.89%-469.0pp |
| Employer contribution / active EE | $1,825 | $5,874-68.9% | $5,168-64.7% | $4,840-62.3% |
| Participant deferral / active EE | $9,365 | $6,357+47.3% | $5,569+68.2% | $6,343+47.6% |
| Admin fee / account holder | $379 | $19,820-98.1% | $16,245-97.7% | $12,316-96.9% |