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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 | $37,928 | $209,847-81.9% | $189,520-80.0% | $167,518-77.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.71% | 748.45%-732.7pp | 555.25%-539.5pp | 478.71%-463.0pp |
| Employer contribution / active EE | $2,321 | $6,913-66.4% | $6,161-62.3% | $4,838-52.0% |
| Participant deferral / active EE | $4,112 | $8,934-54.0% | $8,220-50.0% | $6,342-35.2% |
| Admin fee / account holder | $524 | $14,295-96.3% | $12,046-95.7% | $12,312-95.7% |