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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 | $38,111 | $134,817-71.7% | $123,973-69.3% | $155,188-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.61% | 515.49%-496.9pp | 388.13%-369.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,348 | $4,425-46.9% | $4,126-43.1% | $4,248-44.7% |
| Participant deferral / active EE | $10,600 | $5,706+85.8% | $5,247+102.0% | $6,531+62.3% |
| Admin fee / account holder | $490 | $13,245-96.3% | $11,799-95.8% | $14,480-96.6% |