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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 | $51,067 | $165,399-69.1% | $149,745-65.9% | $158,982-67.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.15% | 348.34%-317.2pp | 276.72%-245.6pp | 302.99%-271.8pp |
| Employer contribution / active EE | $6,301 | $5,105+23.4% | $4,646+35.6% | $4,763+32.3% |
| Participant deferral / active EE | $12,500 | $7,183+74.0% | $6,843+82.7% | $5,983+108.9% |
| Admin fee / account holder | $441 | $10,811-95.9% | $9,312-95.3% | $11,252-96.1% |