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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 | $58,672 | $217,432-73.0% | $185,851-68.4% | $167,553-65.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.50% | 148.43%-127.9pp | 122.11%-101.6pp | 478.89%-458.4pp |
| Employer contribution / active EE | $8,142 | $5,874+38.6% | $5,168+57.5% | $4,840+68.2% |
| Participant deferral / active EE | $4,586 | $6,357-27.9% | $5,569-17.7% | $6,343-27.7% |
| Admin fee / account holder | $338 | $19,820-98.3% | $16,245-97.9% | $12,316-97.3% |