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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 | $46,075 | $226,105-79.6% | $182,540-74.8% | $152,897-69.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 31.78% | 192.58%-160.8pp | 148.58%-116.8pp | 345.43%-313.6pp |
| Employer contribution / active EE | $2,763 | $4,978-44.5% | $4,076-32.2% | $4,764-42.0% |
| Participant deferral / active EE | $7,606 | $6,370+19.4% | $5,525+37.7% | $5,851+30.0% |
| Admin fee / account holder | $412 | $10,706-96.2% | $8,593-95.2% | $11,599-96.5% |