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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 | $36,686 | $176,105-79.2% | $159,474-77.0% | $167,536-78.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.28% | 331.91%-314.6pp | 263.68%-246.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $6,184 | $5,299+16.7% | $4,831+28.0% | $4,839+27.8% |
| Participant deferral / active EE | $11,560 | $7,751+49.1% | $7,353+57.2% | $6,342+82.3% |
| Admin fee / account holder | $7,515 | $12,559-40.2% | $10,802-30.4% | $12,315-39.0% |