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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 | $40,798 | $144,124-71.7% | $117,857-65.4% | $147,585-72.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.61% | 531.17%-521.6pp | 335.09%-325.5pp | 578.57%-569.0pp |
| Employer contribution / active EE | $7,392 | $4,897+51.0% | $3,786+95.2% | $4,876+51.6% |
| Participant deferral / active EE | $4,468 | $5,316-16.0% | $4,482-0.3% | $5,439-17.9% |
| Admin fee / account holder | $9,908 | $10,886-9.0% | $8,020+23.5% | $10,885-9.0% |