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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 | $47,680 | $217,432-78.1% | $185,849-74.3% | $167,536-71.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.92% | 148.42%-131.5pp | 122.10%-105.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,642 | $5,875-72.0% | $5,169-68.2% | $4,839-66.1% |
| Participant deferral / active EE | $8,975 | $6,357+41.2% | $5,569+61.2% | $6,342+41.5% |
| Admin fee / account holder | $372 | $19,818-98.1% | $16,244-97.7% | $12,315-97.0% |