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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 | $43,346 | $217,432-80.1% | $185,851-76.7% | $167,553-74.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30.77% | 148.43%-117.7pp | 122.11%-91.3pp | 478.89%-448.1pp |
| Employer contribution / active EE | $4,676 | $5,874-20.4% | $5,168-9.5% | $4,840-3.4% |
| Participant deferral / active EE | $5,421 | $6,357-14.7% | $5,569-2.7% | $6,343-14.5% |
| Admin fee / account holder | $729 | $19,820-96.3% | $16,245-95.5% | $12,316-94.1% |