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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 | $37,993 | $125,237-69.7% | $105,608-64.0% | $145,877-74.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.12% | 225.76%-209.6pp | 116.50%-100.4pp | 551.28%-535.2pp |
| Employer contribution / active EE | $7,282 | $3,720+95.7% | $3,167+129.9% | $4,663+56.2% |
| Participant deferral / active EE | $5,521 | $5,711-3.3% | $5,010+10.2% | $6,691-17.5% |
| Admin fee / account holder | $576 | $17,287-96.7% | $11,028-94.8% | $13,402-95.7% |