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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 | $33,103 | $185,312-82.1% | $161,489-79.5% | $154,746-78.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.67% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,400 | $4,769-49.7% | $4,268-43.8% | $4,379-45.2% |
| Participant deferral / active EE | $4,811 | $6,350-24.2% | $5,630-14.5% | $6,730-28.5% |
| Admin fee / account holder | $583 | $18,654-96.9% | $16,006-96.4% | $14,365-95.9% |