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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 | $37,497 | $144,130-74.0% | $117,861-68.2% | $147,586-74.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.69% | 531.20%-512.5pp | 335.11%-316.4pp | 578.59%-559.9pp |
| Employer contribution / active EE | $6,150 | $4,897+25.6% | $3,786+62.4% | $4,876+26.1% |
| Participant deferral / active EE | $3,257 | $5,316-38.7% | $4,482-27.3% | $5,439-40.1% |
| Admin fee / account holder | $537 | $10,887-95.1% | $8,021-93.3% | $10,886-95.1% |