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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 | $36,238 | $175,231-79.3% | $149,696-75.8% | $139,466-74.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.12% | 166.77%-143.7pp | 134.46%-111.3pp | 373.66%-350.5pp |
| Employer contribution / active EE | $2,447 | $5,478-55.3% | $4,821-49.2% | $4,754-48.5% |
| Participant deferral / active EE | $8,203 | $6,521+25.8% | $5,682+44.4% | $6,712+22.2% |
| Admin fee / account holder | $302 | $16,155-98.1% | $13,212-97.7% | $11,409-97.4% |