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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 | $44,539 | $209,425-78.7% | $178,499-75.0% | $158,966-72.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.54% | 188.80%-155.3pp | 151.10%-117.6pp | 302.95%-269.4pp |
| Employer contribution / active EE | $9,122 | $5,707+59.8% | $5,011+82.0% | $4,762+91.5% |
| Participant deferral / active EE | $5,050 | $5,955-15.2% | $5,202-2.9% | $5,983-15.6% |
| Admin fee / account holder | $440 | $17,078-97.4% | $13,986-96.9% | $11,250-96.1% |