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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 | $47,823 | $217,432-78.0% | $185,849-74.3% | $167,536-71.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.94% | 148.42%-129.5pp | 122.10%-103.2pp | 478.82%-459.9pp |
| Employer contribution / active EE | $5,516 | $5,875-6.1% | $5,169+6.7% | $4,839+14.0% |
| Participant deferral / active EE | $2,743 | $6,357-56.9% | $5,569-50.8% | $6,342-56.8% |
| Admin fee / account holder | $776 | $19,818-96.1% | $16,244-95.2% | $12,315-93.7% |