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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 | $55,486 | $184,000-69.8% | $162,185-65.8% | $152,909-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.14% | 150.80%-125.7pp | 115.61%-90.5pp | 345.46%-320.3pp |
| Employer contribution / active EE | $2,504 | $6,370-60.7% | $5,613-55.4% | $4,764-47.4% |
| Participant deferral / active EE | $10,349 | $8,033+28.8% | $7,297+41.8% | $5,851+76.9% |
| Admin fee / account holder | $637 | $13,124-95.1% | $10,844-94.1% | $11,601-94.5% |