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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 | $34,687 | $176,120-80.3% | $159,487-78.3% | $167,553-79.3% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 25.97% | 331.95%-306.0pp | 263.71%-237.7pp | 478.89%-452.9pp |
| Employer contribution / active EE | $13,988 | $5,299+164.0% | $4,831+189.5% | $4,840+189.0% |
| Participant deferral / active EE | $18,003 | $7,752+132.3% | $7,354+144.8% | $6,343+183.8% |
| Admin fee / account holder | $10,704 | $12,561-14.8% | $10,804-0.9% | $12,316-13.1% |