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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 | $43,603 | $198,462-78.0% | $170,439-74.4% | $147,585-70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.03% | 257.30%-232.3pp | 205.94%-180.9pp | 578.58%-553.6pp |
| Employer contribution / active EE | $8,313 | $6,184+34.4% | $5,433+53.0% | $4,876+70.5% |
| Participant deferral / active EE | $3,648 | $5,629-35.2% | $4,939-26.1% | $5,439-32.9% |
| Admin fee / account holder | $2,325 | $16,852-86.2% | $13,881-83.3% | $10,886-78.6% |