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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 | $41,794 | $175,212-76.1% | $149,682-72.1% | $139,427-70.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.29% | 166.63%-145.3pp | 134.35%-113.1pp | 373.27%-352.0pp |
| Employer contribution / active EE | $4,546 | $5,475-17.0% | $4,818-5.7% | $4,752-4.3% |
| Participant deferral / active EE | $12,944 | $6,520+98.5% | $5,681+127.9% | $6,711+92.9% |
| Admin fee / account holder | $1,633 | $16,150-89.9% | $13,210-87.6% | $11,404-85.7% |