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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 | $31,174 | $105,145-70.4% | $94,664-67.1% | $139,466-77.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.19% | 38.09%-11.9pp | 156.84%-130.7pp | 373.66%-347.5pp |
| Employer contribution / active EE | $5,121 | $4,107+24.7% | $3,673+39.4% | $4,754+7.7% |
| Participant deferral / active EE | $11,419 | $7,599+50.3% | $7,417+53.9% | $6,712+70.1% |
| Admin fee / account holder | $1,493 | $8,972-83.4% | $7,222-79.3% | $11,409-86.9% |