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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 | $31,918 | $209,425-84.8% | $178,499-82.1% | $158,966-79.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.99% | 188.80%-168.8pp | 151.10%-131.1pp | 302.95%-283.0pp |
| Employer contribution / active EE | $3,027 | $5,707-47.0% | $5,011-39.6% | $4,762-36.4% |
| Participant deferral / active EE | $7,300 | $5,955+22.6% | $5,202+40.3% | $5,983+22.0% |
| Admin fee / account holder | $1,696 | $17,078-90.1% | $13,986-87.9% | $11,250-84.9% |