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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 | $36,911 | $217,432-83.0% | $185,851-80.1% | $167,553-78.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.17% | 148.43%-138.3pp | 122.11%-111.9pp | 478.89%-468.7pp |
| Employer contribution / active EE | $17,313 | $5,874+194.7% | $5,168+235.0% | $4,840+257.7% |
| Participant deferral / active EE | $9,309 | $6,357+46.4% | $5,569+67.2% | $6,343+46.8% |
| Admin fee / account holder | $536 | $19,820-97.3% | $16,245-96.7% | $12,316-95.7% |