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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 | $37,302 | $108,922-65.8% | $100,398-62.8% | $145,978-74.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 34.48% | 58.04%-23.6pp | 49.32%-14.8pp | 550.52%-516.0pp |
| Employer contribution / active EE | $7,410 | $4,426+67.4% | $3,946+87.8% | $4,662+58.9% |
| Participant deferral / active EE | $18,008 | $8,450+113.1% | $8,084+122.8% | $6,690+169.2% |
| Admin fee / account holder | $14,530 | $9,680+50.1% | $7,893+84.1% | $13,400+8.4% |