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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 | $31,553 | $217,432-85.5% | $185,849-83.0% | $167,536-81.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.42% | 148.42%-133.0pp | 122.10%-106.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $6,837 | $5,875+16.4% | $5,169+32.3% | $4,839+41.3% |
| Participant deferral / active EE | $9,317 | $6,357+46.5% | $5,569+67.3% | $6,342+46.9% |
| Admin fee / account holder | $511 | $19,818-97.4% | $16,244-96.9% | $12,315-95.9% |