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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 | $42,576 | $217,432-80.4% | $185,851-77.1% | $167,553-74.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.86% | 148.43%-123.6pp | 122.11%-97.2pp | 478.89%-454.0pp |
| Employer contribution / active EE | $2,432 | $5,874-58.6% | $5,168-53.0% | $4,840-49.8% |
| Participant deferral / active EE | $5,587 | $6,357-12.1% | $5,569+0.3% | $6,343-11.9% |
| Admin fee / account holder | $8,786 | $19,820-55.7% | $16,245-45.9% | $12,316-28.7% |