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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 | $30,071 | $175,259-82.8% | $149,723-79.9% | $139,487-78.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.64% | 166.82%-141.2pp | 134.50%-108.9pp | 373.84%-348.2pp |
| Employer contribution / active EE | $9,130 | $5,478+66.7% | $4,821+89.4% | $4,755+92.0% |
| Participant deferral / active EE | $6,189 | $6,522-5.1% | $5,682+8.9% | $6,713-7.8% |
| Admin fee / account holder | $336 | $16,158-97.9% | $13,215-97.5% | $11,407-97.1% |