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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 | $35,063 | $175,231-80.0% | $149,696-76.6% | $139,466-74.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.04% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $7,834 | $5,478+43.0% | $4,821+62.5% | $4,754+64.8% |
| Participant deferral / active EE | $4,001 | $6,521-38.7% | $5,682-29.6% | $6,712-40.4% |
| Admin fee / account holder | $567 | $16,155-96.5% | $13,212-95.7% | $11,409-95.0% |