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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 | $40,822 | $217,432-81.2% | $185,851-78.0% | $167,553-75.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.50% | 148.43%-132.9pp | 122.11%-106.6pp | 478.89%-463.4pp |
| Employer contribution / active EE | $3,230 | $5,874-45.0% | $5,168-37.5% | $4,840-33.3% |
| Participant deferral / active EE | $5,695 | $6,357-10.4% | $5,569+2.3% | $6,343-10.2% |
| Admin fee / account holder | $2,164 | $19,820-89.1% | $16,245-86.7% | $12,316-82.4% |