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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 | $32,616 | $202,460-83.9% | $169,385-80.7% | $139,456-76.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.71% | 532.07%-508.4pp | 405.82%-382.1pp | 373.45%-349.7pp |
| Employer contribution / active EE | $3,661 | $4,691-22.0% | $4,012-8.7% | $4,753-23.0% |
| Participant deferral / active EE | $13,828 | $6,938+99.3% | $6,221+122.3% | $6,711+106.0% |
| Admin fee / account holder | $353 | $10,719-96.7% | $9,011-96.1% | $11,407-96.9% |