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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 | $27,985 | $175,231-84.0% | $149,696-81.3% | $139,466-79.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.07% | 166.77%-144.7pp | 134.46%-112.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $3,075 | $5,478-43.9% | $4,821-36.2% | $4,754-35.3% |
| Participant deferral / active EE | $6,132 | $6,521-6.0% | $5,682+7.9% | $6,712-8.6% |
| Admin fee / account holder | $450 | $16,155-97.2% | $13,212-96.6% | $11,409-96.1% |