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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 | $37,546 | $125,237-70.0% | $105,608-64.4% | $145,877-74.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.53% | 225.76%-215.2pp | 116.50%-106.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $5,367 | $3,720+44.3% | $3,167+69.5% | $4,663+15.1% |
| Participant deferral / active EE | $6,008 | $5,711+5.2% | $5,010+19.9% | $6,691-10.2% |
| Admin fee / account holder | $300 | $17,287-98.3% | $11,028-97.3% | $13,402-97.8% |