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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 | $59,634 | $165,399-63.9% | $149,745-60.2% | $158,982-62.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 47.41% | 348.34%-300.9pp | 276.72%-229.3pp | 302.99%-255.6pp |
| Employer contribution / active EE | $9,037 | $5,105+77.0% | $4,646+94.5% | $4,763+89.7% |
| Participant deferral / active EE | $13,801 | $7,183+92.1% | $6,843+101.7% | $5,983+130.6% |
| Admin fee / account holder | $1,571 | $10,811-85.5% | $9,312-83.1% | $11,252-86.0% |