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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 | $40,300 | $198,461-79.7% | $170,436-76.4% | $147,585-72.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.99% | 257.30%-243.3pp | 205.94%-191.9pp | 578.57%-564.6pp |
| Employer contribution / active EE | $2,451 | $6,184-60.4% | $5,433-54.9% | $4,876-49.7% |
| Participant deferral / active EE | $3,448 | $5,629-38.7% | $4,939-30.2% | $5,439-36.6% |
| Admin fee / account holder | $399 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |