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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 | $27,599 | $175,231-84.2% | $149,696-81.6% | $139,466-80.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.34% | 166.77%-146.4pp | 134.46%-114.1pp | 373.66%-353.3pp |
| Employer contribution / active EE | $2,614 | $5,478-52.3% | $4,821-45.8% | $4,754-45.0% |
| Participant deferral / active EE | $6,131 | $6,521-6.0% | $5,682+7.9% | $6,712-8.7% |
| Admin fee / account holder | $1,983 | $16,155-87.7% | $13,212-85.0% | $11,409-82.6% |