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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 | $61,727 | $209,422-70.5% | $178,503-65.4% | $158,982-61.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.93% | 188.81%-170.9pp | 151.12%-133.2pp | 302.99%-285.1pp |
| Employer contribution / active EE | $2,130 | $5,707-62.7% | $5,011-57.5% | $4,763-55.3% |
| Participant deferral / active EE | $12,270 | $5,955+106.0% | $5,202+135.9% | $5,983+105.1% |
| Admin fee / account holder | $382 | $17,079-97.8% | $13,987-97.3% | $11,252-96.6% |