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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 | $43,774 | $209,425-79.1% | $178,499-75.5% | $158,966-72.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.34% | 188.80%-168.5pp | 151.10%-130.8pp | 302.95%-282.6pp |
| Employer contribution / active EE | $1,565 | $5,707-72.6% | $5,011-68.8% | $4,762-67.1% |
| Participant deferral / active EE | $2,647 | $5,955-55.5% | $5,202-49.1% | $5,983-55.8% |
| Admin fee / account holder | $586 | $17,078-96.6% | $13,986-95.8% | $11,250-94.8% |