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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 | $33,106 | $209,422-84.2% | $178,503-81.5% | $158,982-79.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.27% | 188.81%-167.5pp | 151.12%-129.8pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,268 | $5,707-77.8% | $5,011-74.7% | $4,763-73.4% |
| Participant deferral / active EE | $8,017 | $5,955+34.6% | $5,202+54.1% | $5,983+34.0% |
| Admin fee / account holder | $1,335 | $17,079-92.2% | $13,987-90.5% | $11,252-88.1% |