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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 | $44,981 | $165,399-72.8% | $149,745-70.0% | $158,982-71.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 44.98% | 348.34%-303.4pp | 276.72%-231.7pp | 302.99%-258.0pp |
| Employer contribution / active EE | $6,421 | $5,105+25.8% | $4,646+38.2% | $4,763+34.8% |
| Participant deferral / active EE | $10,810 | $7,183+50.5% | $6,843+58.0% | $5,983+80.7% |
| Admin fee / account holder | $1,023 | $10,811-90.5% | $9,312-89.0% | $11,252-90.9% |