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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 | $47,272 | $217,432-78.3% | $185,849-74.6% | $167,536-71.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.77% | 148.42%-137.6pp | 122.10%-111.3pp | 478.82%-468.0pp |
| Employer contribution / active EE | $5,811 | $5,875-1.1% | $5,169+12.4% | $4,839+20.1% |
| Participant deferral / active EE | $4,073 | $6,357-35.9% | $5,569-26.9% | $6,342-35.8% |
| Admin fee / account holder | $708 | $19,818-96.4% | $16,244-95.6% | $12,315-94.3% |