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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 | $40,535 | $209,425-80.6% | $178,499-77.3% | $158,966-74.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.14% | 188.80%-166.7pp | 151.10%-129.0pp | 302.95%-280.8pp |
| Employer contribution / active EE | $1,979 | $5,707-65.3% | $5,011-60.5% | $4,762-58.4% |
| Participant deferral / active EE | $8,560 | $5,955+43.7% | $5,202+64.5% | $5,983+43.1% |
| Admin fee / account holder | $531 | $17,078-96.9% | $13,986-96.2% | $11,250-95.3% |