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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 | $45,636 | $209,422-78.2% | $178,503-74.4% | $158,982-71.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.46% | 188.81%-161.3pp | 151.12%-123.7pp | 302.99%-275.5pp |
| Employer contribution / active EE | $9,994 | $5,707+75.1% | $5,011+99.4% | $4,763+109.8% |
| Participant deferral / active EE | $7,867 | $5,955+32.1% | $5,202+51.2% | $5,983+31.5% |
| Admin fee / account holder | $307 | $17,079-98.2% | $13,987-97.8% | $11,252-97.3% |