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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 | $149,040-93.1% | $120,225-91.5% | $137,256-92.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.47% | 605.68%-582.2pp | 439.23%-415.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,543 | $4,350-18.5% | $3,475+2.0% | $4,156-14.7% |
| Participant deferral / active EE | $6,385 | $4,655+37.2% | $3,999+59.7% | $6,407-0.3% |
| Admin fee / account holder | $898 | $6,348-85.9% | $5,696-84.2% | $12,270-92.7% |