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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 | $37,641 | $183,592-79.5% | $155,574-75.8% | $145,877-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.64% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $11,400 | $5,317+114.4% | $4,676+143.8% | $4,663+144.5% |
| Participant deferral / active EE | $6,411 | $6,466-0.9% | $5,629+13.9% | $6,691-4.2% |
| Admin fee / account holder | $587 | $19,316-97.0% | $15,914-96.3% | $13,402-95.6% |