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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 | $53,557 | $217,432-75.4% | $185,849-71.2% | $167,536-68.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.29% | 148.42%-135.1pp | 122.10%-108.8pp | 478.82%-465.5pp |
| Employer contribution / active EE | $3,806 | $5,875-35.2% | $5,169-26.4% | $4,839-21.3% |
| Participant deferral / active EE | $4,166 | $6,357-34.5% | $5,569-25.2% | $6,342-34.3% |
| Admin fee / account holder | $473 | $19,818-97.6% | $16,244-97.1% | $12,315-96.2% |