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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 | $10,269 | $162,529-93.7% | $130,788-92.1% | $154,746-93.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 23.47% | 510.48%-487.0pp | 386.44%-363.0pp | 172.34%-148.9pp |
| Employer contribution / active EE | $3,543 | $4,447-20.3% | $3,558-0.4% | $4,379-19.1% |
| Participant deferral / active EE | $6,385 | $4,808+32.8% | $4,137+54.3% | $6,730-5.1% |
| Admin fee / account holder | $898 | $7,669-88.3% | $6,673-86.5% | $14,365-93.7% |