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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 | $37,630 | $217,432-82.7% | $185,851-79.8% | $167,553-77.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.08% | 148.43%-132.3pp | 122.11%-106.0pp | 478.89%-462.8pp |
| Employer contribution / active EE | $1,940 | $5,874-67.0% | $5,168-62.5% | $4,840-59.9% |
| Participant deferral / active EE | $5,073 | $6,357-20.2% | $5,569-8.9% | $6,343-20.0% |
| Admin fee / account holder | $1,721 | $19,820-91.3% | $16,245-89.4% | $12,316-86.0% |