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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 | $28,563 | $175,257-83.7% | $149,717-80.9% | $139,456-79.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.67% | 166.70%-143.0pp | 134.41%-110.7pp | 373.45%-349.8pp |
| Employer contribution / active EE | $3,185 | $5,477-41.8% | $4,820-33.9% | $4,753-33.0% |
| Participant deferral / active EE | $5,748 | $6,521-11.9% | $5,682+1.2% | $6,711-14.4% |
| Admin fee / account holder | $314 | $16,156-98.1% | $13,213-97.6% | $11,407-97.2% |