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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 | $37,269 | $209,422-82.2% | $178,503-79.1% | $158,982-76.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.39% | 188.81%-175.4pp | 151.12%-137.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $1,458 | $5,707-74.4% | $5,011-70.9% | $4,763-69.4% |
| Participant deferral / active EE | $4,683 | $5,955-21.4% | $5,202-10.0% | $5,983-21.7% |
| Admin fee / account holder | $534 | $17,079-96.9% | $13,987-96.2% | $11,252-95.3% |