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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 | $42,148 | $176,120-76.1% | $159,487-73.6% | $167,553-74.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 41.16% | 331.95%-290.8pp | 263.71%-222.5pp | 478.89%-437.7pp |
| Employer contribution / active EE | $17,054 | $5,299+221.8% | $4,831+253.0% | $4,840+252.4% |
| Participant deferral / active EE | $14,404 | $7,752+85.8% | $7,354+95.9% | $6,343+127.1% |
| Admin fee / account holder | $4,771 | $12,561-62.0% | $10,804-55.8% | $12,316-61.3% |