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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 | $27,662 | $175,231-84.2% | $149,696-81.5% | $139,466-80.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.88% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,373 | $5,478-56.7% | $4,821-50.8% | $4,754-50.1% |
| Participant deferral / active EE | $7,144 | $6,521+9.6% | $5,682+25.7% | $6,712+6.4% |
| Admin fee / account holder | $472 | $16,155-97.1% | $13,212-96.4% | $11,409-95.9% |