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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 | $31,446 | $160,040-80.4% | $147,096-78.6% | $145,877-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.96% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,778 | $5,289-47.5% | $4,936-43.7% | $4,663-40.4% |
| Participant deferral / active EE | $6,817 | $8,429-19.1% | $8,071-15.5% | $6,691+1.9% |
| Admin fee / account holder | $504 | $15,050-96.6% | $13,005-96.1% | $13,402-96.2% |