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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 | $39,991 | $217,432-81.6% | $185,851-78.5% | $167,553-76.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.82% | 148.43%-130.6pp | 122.11%-104.3pp | 478.89%-461.1pp |
| Employer contribution / active EE | $4,153 | $5,874-29.3% | $5,168-19.7% | $4,840-14.2% |
| Participant deferral / active EE | $19,503 | $6,357+206.8% | $5,569+250.2% | $6,343+207.5% |
| Admin fee / account holder | $1,485 | $19,820-92.5% | $16,245-90.9% | $12,316-87.9% |