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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 | $209,422-73.7% | $178,503-69.2% | $158,982-65.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.30% | 188.81%-157.5pp | 151.12%-119.8pp | 302.99%-271.7pp |
| Employer contribution / active EE | $3,007 | $5,707-47.3% | $5,011-40.0% | $4,763-36.9% |
| Participant deferral / active EE | $9,100 | $5,955+52.8% | $5,202+74.9% | $5,983+52.1% |
| Admin fee / account holder | $530 | $17,079-96.9% | $13,987-96.2% | $11,252-95.3% |