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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 | $37,007 | $165,361-77.6% | $149,715-75.3% | $158,950-76.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.77% | 348.24%-305.5pp | 276.66%-233.9pp | 302.91%-260.1pp |
| Employer contribution / active EE | $10,906 | $5,103+113.7% | $4,645+134.8% | $4,762+129.0% |
| Participant deferral / active EE | $14,120 | $7,182+96.6% | $6,842+106.4% | $5,983+136.0% |
| Admin fee / account holder | $8,740 | $10,808-19.1% | $9,310-6.1% | $11,248-22.3% |