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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 | $33,932 | $175,259-80.6% | $149,723-77.3% | $139,487-75.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.40% | 166.82%-146.4pp | 134.50%-114.1pp | 373.84%-353.4pp |
| Employer contribution / active EE | $6,240 | $5,478+13.9% | $4,821+29.4% | $4,755+31.2% |
| Participant deferral / active EE | $3,847 | $6,522-41.0% | $5,682-32.3% | $6,713-42.7% |
| Admin fee / account holder | $952 | $16,158-94.1% | $13,215-92.8% | $11,407-91.7% |