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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 | $44,327 | $209,428-78.8% | $178,498-75.2% | $158,950-72.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.89% | 188.78%-166.9pp | 151.09%-129.2pp | 302.91%-281.0pp |
| Employer contribution / active EE | $2,837 | $5,707-50.3% | $5,011-43.4% | $4,762-40.4% |
| Participant deferral / active EE | $22,750 | $5,955+282.0% | $5,202+337.3% | $5,983+280.3% |
| Admin fee / account holder | $17,998 | $17,077+5.4% | $13,985+28.7% | $11,248+60.0% |