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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 | $40,497 | $209,428-80.7% | $178,498-77.3% | $158,950-74.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.50% | 188.78%-166.3pp | 151.09%-128.6pp | 302.91%-280.4pp |
| Employer contribution / active EE | $4,334 | $5,707-24.1% | $5,011-13.5% | $4,762-9.0% |
| Participant deferral / active EE | $15,014 | $5,955+152.1% | $5,202+188.6% | $5,983+151.0% |
| Admin fee / account holder | $369 | $17,077-97.8% | $13,985-97.4% | $11,248-96.7% |