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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 | $19,013 | $105,160-81.9% | $94,679-79.9% | $139,456-86.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.68% | 38.04%-15.4pp | 156.75%-134.1pp | 373.45%-350.8pp |
| Employer contribution / active EE | $4,466 | $4,107+8.8% | $3,673+21.6% | $4,753-6.0% |
| Participant deferral / active EE | $9,686 | $7,599+27.5% | $7,417+30.6% | $6,711+44.3% |
| Admin fee / account holder | $8,242 | $8,988-8.3% | $7,233+14.0% | $11,407-27.7% |