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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 | $40,393 | $217,432-81.4% | $185,849-78.3% | $167,536-75.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.43% | 148.42%-132.0pp | 122.10%-105.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $7,516 | $5,875+27.9% | $5,169+45.4% | $4,839+55.3% |
| Participant deferral / active EE | $3,783 | $6,357-40.5% | $5,569-32.1% | $6,342-40.4% |
| Admin fee / account holder | $492 | $19,818-97.5% | $16,244-97.0% | $12,315-96.0% |