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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 | $71,924 | $217,432-66.9% | $185,851-61.3% | $167,553-57.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.94% | 148.43%-136.5pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $2,450 | $5,874-58.3% | $5,168-52.6% | $4,840-49.4% |
| Participant deferral / active EE | $7,328 | $6,357+15.3% | $5,569+31.6% | $6,343+15.5% |
| Admin fee / account holder | $729 | $19,820-96.3% | $16,245-95.5% | $12,316-94.1% |