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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 | $54,977 | $209,428-73.7% | $178,498-69.2% | $158,950-65.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.30% | 188.78%-157.5pp | 151.09%-119.8pp | 302.91%-271.6pp |
| Employer contribution / active EE | $3,007 | $5,707-47.3% | $5,011-40.0% | $4,762-36.9% |
| Participant deferral / active EE | $9,100 | $5,955+52.8% | $5,202+74.9% | $5,983+52.1% |
| Admin fee / account holder | $530 | $17,077-96.9% | $13,985-96.2% | $11,248-95.3% |