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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 | $37,619 | $198,462-81.0% | $170,439-77.9% | $147,585-74.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.78% | 257.30%-246.5pp | 205.94%-195.2pp | 578.58%-567.8pp |
| Employer contribution / active EE | $7,158 | $6,184+15.8% | $5,433+31.7% | $4,876+46.8% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $3,608 | $16,852-78.6% | $13,881-74.0% | $10,886-66.9% |