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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 | $40,878 | $148,629-72.5% | $135,982-69.9% | $139,487-70.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.70% | 79.33%-36.6pp | 68.32%-25.6pp | 373.84%-331.1pp |
| Employer contribution / active EE | $21,567 | $5,247+311.1% | $4,859+343.9% | $4,755+353.6% |
| Participant deferral / active EE | $25,232 | $8,102+211.4% | $7,760+225.2% | $6,713+275.9% |
| Admin fee / account holder | $18,975 | $12,406+52.9% | $10,767+76.2% | $11,407+66.3% |