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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 | $21,736 | $138,075-84.3% | $123,552-82.4% | $135,379-83.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 12.29% | 153.70%-141.4pp | 119.20%-106.9pp | 519.79%-507.5pp |
| Employer contribution / active EE | $3,553 | $5,152-31.0% | $4,628-23.2% | $4,779-25.7% |
| Participant deferral / active EE | $10,191 | $6,800+49.9% | $6,426+58.6% | $5,609+81.7% |
| Admin fee / account holder | $1,207 | $10,917-88.9% | $9,285-87.0% | $10,828-88.9% |