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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 | $43,994 | $171,492-74.3% | $150,734-70.8% | $198,609-77.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 21.87% | 804.70%-782.8pp | 600.81%-578.9pp | 202.70%-180.8pp |
| Employer contribution / active EE | $2,680 | $5,470-51.0% | $4,918-45.5% | $5,055-47.0% |
| Participant deferral / active EE | $5,226 | $6,259-16.5% | $5,610-6.8% | $6,977-25.1% |
| Admin fee / account holder | $569 | $17,628-96.8% | $14,905-96.2% | $19,030-97.0% |