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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 | $43,849 | $198,462-77.9% | $170,439-74.3% | $147,585-70.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.12% | 257.30%-240.2pp | 205.94%-188.8pp | 578.58%-561.5pp |
| Employer contribution / active EE | $1,369 | $6,184-77.9% | $5,433-74.8% | $4,876-71.9% |
| Participant deferral / active EE | $12,281 | $5,629+118.2% | $4,939+148.6% | $5,439+125.8% |
| Admin fee / account holder | $8,071 | $16,852-52.1% | $13,881-41.9% | $10,886-25.9% |