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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 | $56,955 | $209,422-72.8% | $178,503-68.1% | $158,982-64.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.83% | 188.81%-168.0pp | 151.12%-130.3pp | 302.99%-282.2pp |
| Employer contribution / active EE | $1,549 | $5,707-72.9% | $5,011-69.1% | $4,763-67.5% |
| Participant deferral / active EE | $3,925 | $5,955-34.1% | $5,202-24.5% | $5,983-34.4% |
| Admin fee / account holder | $536 | $17,079-96.9% | $13,987-96.2% | $11,252-95.2% |