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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 | $33,911 | $175,212-80.6% | $149,682-77.3% | $139,427-75.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.24% | 166.63%-153.4pp | 134.35%-121.1pp | 373.27%-360.0pp |
| Employer contribution / active EE | $1,644 | $5,475-70.0% | $4,818-65.9% | $4,752-65.4% |
| Participant deferral / active EE | $4,973 | $6,520-23.7% | $5,681-12.5% | $6,711-25.9% |
| Admin fee / account holder | $891 | $16,150-94.5% | $13,210-93.3% | $11,404-92.2% |