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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 | $34,833 | $209,428-83.4% | $178,498-80.5% | $158,950-78.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.80% | 188.78%-174.0pp | 151.09%-136.3pp | 302.91%-288.1pp |
| Employer contribution / active EE | $1,717 | $5,707-69.9% | $5,011-65.7% | $4,762-64.0% |
| Participant deferral / active EE | $2,242 | $5,955-62.4% | $5,202-56.9% | $5,983-62.5% |
| Admin fee / account holder | $329 | $17,077-98.1% | $13,985-97.6% | $11,248-97.1% |