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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 | $37,763 | $217,432-82.6% | $185,849-79.7% | $167,536-77.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.83% | 148.42%-138.6pp | 122.10%-112.3pp | 478.82%-469.0pp |
| Employer contribution / active EE | $6,772 | $5,875+15.3% | $5,169+31.0% | $4,839+39.9% |
| Participant deferral / active EE | $4,314 | $6,357-32.1% | $5,569-22.5% | $6,342-32.0% |
| Admin fee / account holder | $4,065 | $19,818-79.5% | $16,244-75.0% | $12,315-67.0% |