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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 | $54,559 | $226,135-75.9% | $182,558-70.1% | $152,909-64.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 32.77% | 192.60%-159.8pp | 148.59%-115.8pp | 345.46%-312.7pp |
| Employer contribution / active EE | $3,046 | $4,979-38.8% | $4,076-25.3% | $4,764-36.1% |
| Participant deferral / active EE | $9,046 | $6,371+42.0% | $5,526+63.7% | $5,851+54.6% |
| Admin fee / account holder | $394 | $10,707-96.3% | $8,594-95.4% | $11,601-96.6% |