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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 | $175,259-76.2% | $149,723-72.1% | $139,487-70.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.29% | 166.82%-145.5pp | 134.50%-113.2pp | 373.84%-352.6pp |
| Employer contribution / active EE | $4,546 | $5,478-17.0% | $4,821-5.7% | $4,755-4.4% |
| Participant deferral / active EE | $12,944 | $6,522+98.5% | $5,682+127.8% | $6,713+92.8% |
| Admin fee / account holder | $1,633 | $16,158-89.9% | $13,215-87.6% | $11,407-85.7% |