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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 | $42,219 | $165,399-74.5% | $149,745-71.8% | $158,982-73.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.57% | 348.34%-306.8pp | 276.72%-235.1pp | 302.99%-261.4pp |
| Employer contribution / active EE | $14,287 | $5,105+179.9% | $4,646+207.5% | $4,763+200.0% |
| Participant deferral / active EE | $5,662 | $7,183-21.2% | $6,843-17.3% | $5,983-5.4% |
| Admin fee / account holder | $836 | $10,811-92.3% | $9,312-91.0% | $11,252-92.6% |