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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 | $36,442 | $165,361-78.0% | $149,715-75.7% | $158,950-77.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 43.11% | 348.24%-305.1pp | 276.66%-233.6pp | 302.91%-259.8pp |
| Employer contribution / active EE | $8,886 | $5,103+74.1% | $4,645+91.3% | $4,762+86.6% |
| Participant deferral / active EE | $12,964 | $7,182+80.5% | $6,842+89.5% | $5,983+116.7% |
| Admin fee / account holder | $3,092 | $10,808-71.4% | $9,310-66.8% | $11,248-72.5% |