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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 | $42,633 | $160,040-73.4% | $147,096-71.0% | $145,877-70.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.95% | 98.49%-74.5pp | 419.75%-395.8pp | 551.28%-527.3pp |
| Employer contribution / active EE | $3,735 | $5,289-29.4% | $4,936-24.3% | $4,663-19.9% |
| Participant deferral / active EE | $8,366 | $8,429-0.7% | $8,071+3.7% | $6,691+25.0% |
| Admin fee / account holder | $387 | $15,050-97.4% | $13,005-97.0% | $13,402-97.1% |