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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 | $86,988 | $155,833-44.2% | $124,693-30.2% | $167,536-48.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.10% | 17.98%-1.9pp | 5144.19%-5128.1pp | 478.82%-462.7pp |
| Employer contribution / active EE | $5,643 | $4,164+35.5% | $3,324+69.7% | $4,839+16.6% |
| Participant deferral / active EE | $7,387 | $5,675+30.2% | $4,615+60.1% | $6,342+16.5% |
| Admin fee / account holder | $1,620 | $9,534-83.0% | $7,494-78.4% | $12,315-86.8% |