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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 | $43,742 | $202,326-78.4% | $172,745-74.7% | $152,870-71.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.42% | 1029.72%-1011.3pp | 802.90%-784.5pp | 345.34%-326.9pp |
| Employer contribution / active EE | $5,417 | $5,858-7.5% | $5,144+5.3% | $4,763+13.7% |
| Participant deferral / active EE | $5,829 | $5,948-2.0% | $5,197+12.1% | $5,850-0.4% |
| Admin fee / account holder | $8,433 | $17,110-50.7% | $13,954-39.6% | $11,597-27.3% |