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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 | $35,210 | $184,000-80.9% | $162,185-78.3% | $152,909-77.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.19% | 150.80%-125.6pp | 115.61%-90.4pp | 345.46%-320.3pp |
| Employer contribution / active EE | $3,409 | $6,370-46.5% | $5,613-39.3% | $4,764-28.4% |
| Participant deferral / active EE | $17,165 | $8,033+113.7% | $7,297+135.2% | $5,851+193.4% |
| Admin fee / account holder | $14,054 | $13,124+7.1% | $10,844+29.6% | $11,601+21.1% |