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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 | $43,977 | $217,432-79.8% | $185,849-76.3% | $167,536-73.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.35% | 148.42%-137.1pp | 122.10%-110.8pp | 478.82%-467.5pp |
| Employer contribution / active EE | $3,767 | $5,875-35.9% | $5,169-27.1% | $4,839-22.2% |
| Participant deferral / active EE | $6,578 | $6,357+3.5% | $5,569+18.1% | $6,342+3.7% |
| Admin fee / account holder | $486 | $19,818-97.5% | $16,244-97.0% | $12,315-96.1% |