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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 | $69,199 | $217,432-68.2% | $185,849-62.8% | $167,536-58.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.41% | 148.42%-132.0pp | 122.10%-105.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $3,840 | $5,875-34.6% | $5,169-25.7% | $4,839-20.7% |
| Participant deferral / active EE | $16,600 | $6,357+161.1% | $5,569+198.1% | $6,342+161.7% |
| Admin fee / account holder | $349 | $19,818-98.2% | $16,244-97.9% | $12,315-97.2% |