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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 | $44,729 | $209,425-78.6% | $178,499-74.9% | $158,966-71.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.79% | 188.80%-160.0pp | 151.10%-122.3pp | 302.95%-274.2pp |
| Employer contribution / active EE | $4,051 | $5,707-29.0% | $5,011-19.2% | $4,762-14.9% |
| Participant deferral / active EE | $8,316 | $5,955+39.6% | $5,202+59.8% | $5,983+39.0% |
| Admin fee / account holder | $531 | $17,078-96.9% | $13,986-96.2% | $11,250-95.3% |