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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 | $29,717 | $175,231-83.0% | $149,696-80.1% | $139,466-78.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.54% | 166.77%-143.2pp | 134.46%-110.9pp | 373.66%-350.1pp |
| Employer contribution / active EE | $3,545 | $5,478-35.3% | $4,821-26.5% | $4,754-25.4% |
| Participant deferral / active EE | $5,961 | $6,521-8.6% | $5,682+4.9% | $6,712-11.2% |
| Admin fee / account holder | $378 | $16,155-97.7% | $13,212-97.1% | $11,409-96.7% |