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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 | $32,152 | $209,422-84.6% | $178,503-82.0% | $158,982-79.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.44% | 188.81%-172.4pp | 151.12%-134.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,850 | $5,707-67.6% | $5,011-63.1% | $4,763-61.2% |
| Participant deferral / active EE | $5,590 | $5,955-6.1% | $5,202+7.4% | $5,983-6.6% |
| Admin fee / account holder | $1,895 | $17,079-88.9% | $13,987-86.4% | $11,252-83.2% |