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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 | $32,346 | $159,978-79.8% | $147,041-78.0% | $145,978-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.25% | 98.36%-62.1pp | 419.21%-383.0pp | 550.52%-514.3pp |
| Employer contribution / active EE | $4,338 | $5,288-18.0% | $4,935-12.1% | $4,662-6.9% |
| Participant deferral / active EE | $18,320 | $8,429+117.4% | $8,071+127.0% | $6,690+173.9% |
| Admin fee / account holder | $15,697 | $15,053+4.3% | $13,006+20.7% | $13,400+17.1% |