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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 | $32,537 | $209,847-84.5% | $189,520-82.8% | $167,518-80.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.54% | 748.45%-727.9pp | 555.25%-534.7pp | 478.71%-458.2pp |
| Employer contribution / active EE | $10,857 | $6,913+57.0% | $6,161+76.2% | $4,838+124.4% |
| Participant deferral / active EE | $12,094 | $8,934+35.4% | $8,220+47.1% | $6,342+90.7% |
| Admin fee / account holder | $399 | $14,295-97.2% | $12,046-96.7% | $12,312-96.8% |