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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 | $21,531 | $175,231-87.7% | $149,696-85.6% | $139,466-84.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.32% | 166.77%-144.4pp | 134.46%-112.1pp | 373.66%-351.3pp |
| Employer contribution / active EE | $2,909 | $5,478-46.9% | $4,821-39.7% | $4,754-38.8% |
| Participant deferral / active EE | $5,001 | $6,521-23.3% | $5,682-12.0% | $6,712-25.5% |
| Admin fee / account holder | $735 | $16,155-95.4% | $13,212-94.4% | $11,409-93.6% |