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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 | $46,326 | $166,242-72.1% | $165,071-71.9% | $145,884-68.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.61% | 100.44%-88.8pp | 70.17%-58.6pp | 551.85%-540.2pp |
| Employer contribution / active EE | $3,860 | $5,283-26.9% | $4,347-11.2% | $4,662-17.2% |
| Participant deferral / active EE | $15,192 | $6,964+118.2% | $6,035+151.7% | $6,690+127.1% |
| Admin fee / account holder | $846 | $16,658-94.9% | $12,695-93.3% | $13,392-93.7% |