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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 | $53,696 | $160,059-66.5% | $140,019-61.7% | $135,382-60.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.39% | 911.44%-902.1pp | 651.15%-641.8pp | 519.77%-510.4pp |
| Employer contribution / active EE | $4,640 | $6,420-27.7% | $5,605-17.2% | $4,779-2.9% |
| Participant deferral / active EE | $21,000 | $7,641+174.8% | $6,927+203.2% | $5,609+274.4% |
| Admin fee / account holder | $17,730 | $13,328+33.0% | $10,705+65.6% | $10,829+63.7% |