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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 | $160,028-79.8% | $147,080-78.0% | $145,884-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.25% | 98.60%-62.3pp | 420.17%-383.9pp | 551.85%-515.6pp |
| Employer contribution / active EE | $4,338 | $5,286-17.9% | $4,933-12.1% | $4,662-7.0% |
| Participant deferral / active EE | $18,320 | $8,422+117.5% | $8,066+127.1% | $6,690+173.9% |
| Admin fee / account holder | $15,697 | $15,030+4.4% | $12,989+20.8% | $13,392+17.2% |