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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 | $44,459 | $175,231-74.6% | $149,696-70.3% | $139,466-68.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.89% | 166.77%-139.9pp | 134.46%-107.6pp | 373.66%-346.8pp |
| Employer contribution / active EE | $5,203 | $5,478-5.0% | $4,821+7.9% | $4,754+9.4% |
| Participant deferral / active EE | $13,831 | $6,521+112.1% | $5,682+143.4% | $6,712+106.1% |
| Admin fee / account holder | $14,853 | $16,155-8.1% | $13,212+12.4% | $11,409+30.2% |