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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 | $34,024 | $198,461-82.9% | $170,436-80.0% | $147,585-76.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.61% | 257.30%-235.7pp | 205.94%-184.3pp | 578.57%-557.0pp |
| Employer contribution / active EE | $1,677 | $6,184-72.9% | $5,433-69.1% | $4,876-65.6% |
| Participant deferral / active EE | $3,609 | $5,629-35.9% | $4,939-26.9% | $5,439-33.6% |
| Admin fee / account holder | $304 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |