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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 | $35,347 | $209,425-83.1% | $178,499-80.2% | $158,966-77.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.70% | 188.80%-158.1pp | 151.10%-120.4pp | 302.95%-272.2pp |
| Employer contribution / active EE | $3,505 | $5,707-38.6% | $5,011-30.1% | $4,762-26.4% |
| Participant deferral / active EE | $7,982 | $5,955+34.0% | $5,202+53.4% | $5,983+33.4% |
| Admin fee / account holder | $389 | $17,078-97.7% | $13,986-97.2% | $11,250-96.5% |