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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 | $32,443 | $217,427-85.1% | $185,837-82.5% | $167,518-80.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.91% | 148.39%-132.5pp | 122.08%-106.2pp | 478.71%-462.8pp |
| Employer contribution / active EE | $2,188 | $5,874-62.8% | $5,168-57.7% | $4,838-54.8% |
| Participant deferral / active EE | $5,347 | $6,357-15.9% | $5,568-4.0% | $6,342-15.7% |
| Admin fee / account holder | $464 | $19,816-97.7% | $16,241-97.1% | $12,312-96.2% |