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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 | $22,446 | $125,237-82.1% | $105,608-78.7% | $145,877-84.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.11% | 225.76%-204.7pp | 116.50%-95.4pp | 551.28%-530.2pp |
| Employer contribution / active EE | $4,305 | $3,720+15.7% | $3,167+35.9% | $4,663-7.7% |
| Participant deferral / active EE | $5,894 | $5,711+3.2% | $5,010+17.7% | $6,691-11.9% |
| Admin fee / account holder | $333 | $17,287-98.1% | $11,028-97.0% | $13,402-97.5% |