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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 | $42,776 | $209,425-79.6% | $178,499-76.0% | $158,966-73.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.85% | 188.80%-166.9pp | 151.10%-129.3pp | 302.95%-281.1pp |
| Employer contribution / active EE | $6,124 | $5,707+7.3% | $5,011+22.2% | $4,762+28.6% |
| Participant deferral / active EE | $6,414 | $5,955+7.7% | $5,202+23.3% | $5,983+7.2% |
| Admin fee / account holder | $395 | $17,078-97.7% | $13,986-97.2% | $11,250-96.5% |