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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 | $55,437 | $209,422-73.5% | $178,503-68.9% | $158,982-65.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.54% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.4pp |
| Employer contribution / active EE | $13,935 | $5,707+144.2% | $5,011+178.1% | $4,763+192.6% |
| Participant deferral / active EE | $9,770 | $5,955+64.1% | $5,202+87.8% | $5,983+63.3% |
| Admin fee / account holder | $430 | $17,079-97.5% | $13,987-96.9% | $11,252-96.2% |