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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 | $66,905 | $202,463-67.0% | $169,397-60.5% | $139,487-52.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.38% | 532.64%-512.3pp | 406.23%-385.9pp | 373.84%-353.5pp |
| Employer contribution / active EE | $6,177 | $4,694+31.6% | $4,013+53.9% | $4,755+29.9% |
| Participant deferral / active EE | $14,685 | $6,941+111.6% | $6,223+136.0% | $6,713+118.8% |
| Admin fee / account holder | $12,971 | $10,726+20.9% | $9,017+43.8% | $11,407+13.7% |