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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 | $74,399 | $209,425-64.5% | $178,499-58.3% | $158,966-53.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.49% | 188.80%-168.3pp | 151.10%-130.6pp | 302.95%-282.5pp |
| Employer contribution / active EE | $3,824 | $5,707-33.0% | $5,011-23.7% | $4,762-19.7% |
| Participant deferral / active EE | $15,993 | $5,955+168.6% | $5,202+207.4% | $5,983+167.3% |
| Admin fee / account holder | $1,079 | $17,078-93.7% | $13,986-92.3% | $11,250-90.4% |