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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 | $47,710 | $209,874-77.3% | $189,537-74.8% | $167,536-71.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.36% | 748.61%-729.3pp | 555.34%-536.0pp | 478.82%-459.5pp |
| Employer contribution / active EE | $4,287 | $6,913-38.0% | $6,161-30.4% | $4,839-11.4% |
| Participant deferral / active EE | $7,463 | $8,934-16.5% | $8,220-9.2% | $6,342+17.7% |
| Admin fee / account holder | $477 | $14,299-96.7% | $12,048-96.0% | $12,315-96.1% |