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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 | $16,243 | $70,366-76.9% | $66,674-75.6% | $138,895-88.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.15% | 386.41%-366.3pp | 321.24%-301.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $4,141 | $2,765+49.8% | $2,620+58.0% | $4,194-1.3% |
| Participant deferral / active EE | $5,609 | $4,374+28.2% | $4,084+37.3% | $6,396-12.3% |
| Admin fee / account holder | $7,782 | $5,262+47.9% | $5,098+52.6% | $12,562-38.1% |