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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 | $54,872 | $144,130-61.9% | $117,860-53.4% | $147,585-62.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.38% | 531.20%-518.8pp | 335.10%-322.7pp | 578.58%-566.2pp |
| Employer contribution / active EE | $8,038 | $4,897+64.1% | $3,786+112.3% | $4,876+64.8% |
| Participant deferral / active EE | $6,879 | $5,316+29.4% | $4,482+53.5% | $5,439+26.5% |
| Admin fee / account holder | $626 | $10,887-94.3% | $8,021-92.2% | $10,886-94.3% |