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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 | $74,170 | $217,432-65.9% | $185,849-60.1% | $167,536-55.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.77% | 148.42%-131.6pp | 122.10%-105.3pp | 478.82%-462.0pp |
| Employer contribution / active EE | $4,908 | $5,875-16.5% | $5,169-5.1% | $4,839+1.4% |
| Participant deferral / active EE | $5,254 | $6,357-17.4% | $5,569-5.7% | $6,342-17.2% |
| Admin fee / account holder | $472 | $19,818-97.6% | $16,244-97.1% | $12,315-96.2% |