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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 | $39,368 | $175,231-77.5% | $149,696-73.7% | $139,466-71.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.64% | 166.77%-155.1pp | 134.46%-122.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $3,836 | $5,478-30.0% | $4,821-20.4% | $4,754-19.3% |
| Participant deferral / active EE | $6,033 | $6,521-7.5% | $5,682+6.2% | $6,712-10.1% |
| Admin fee / account holder | $955 | $16,155-94.1% | $13,212-92.8% | $11,409-91.6% |