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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 | $78,618 | $165,361-52.5% | $149,715-47.5% | $158,950-50.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.71% | 348.24%-305.5pp | 276.66%-234.0pp | 302.91%-260.2pp |
| Employer contribution / active EE | $18,459 | $5,103+261.7% | $4,645+297.4% | $4,762+287.6% |
| Participant deferral / active EE | $18,499 | $7,182+157.6% | $6,842+170.4% | $5,983+209.2% |
| Admin fee / account holder | $1,864 | $10,808-82.8% | $9,310-80.0% | $11,248-83.4% |