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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 | $38,026 | $217,432-82.5% | $185,849-79.5% | $167,536-77.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.69% | 148.42%-131.7pp | 122.10%-105.4pp | 478.82%-462.1pp |
| Employer contribution / active EE | $2,866 | $5,875-51.2% | $5,169-44.5% | $4,839-40.8% |
| Participant deferral / active EE | $21,100 | $6,357+231.9% | $5,569+278.9% | $6,342+232.7% |
| Admin fee / account holder | $2,700 | $19,818-86.4% | $16,244-83.4% | $12,315-78.1% |