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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 | $42,290 | $217,432-80.6% | $185,849-77.2% | $167,536-74.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.53% | 148.42%-137.9pp | 122.10%-111.6pp | 478.82%-468.3pp |
| Employer contribution / active EE | $4,663 | $5,875-20.6% | $5,169-9.8% | $4,839-3.6% |
| Participant deferral / active EE | $9,508 | $6,357+49.6% | $5,569+70.7% | $6,342+49.9% |
| Admin fee / account holder | $39,717 | $19,818+100.4% | $16,244+144.5% | $12,315+222.5% |