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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 | $48,522 | $196,972-75.4% | $182,262-73.4% | $198,609-75.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 26.41% | 158.27%-131.9pp | 140.60%-114.2pp | 202.70%-176.3pp |
| Employer contribution / active EE | $14,224 | $5,364+165.2% | $5,046+181.9% | $5,055+181.4% |
| Participant deferral / active EE | $10,373 | $8,643+20.0% | $8,276+25.3% | $6,977+48.7% |
| Admin fee / account holder | $380 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |