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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 | $49,876 | $209,422-76.2% | $178,503-72.1% | $158,982-68.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.45% | 188.81%-173.4pp | 151.12%-135.7pp | 302.99%-287.5pp |
| Employer contribution / active EE | $9,850 | $5,707+72.6% | $5,011+96.6% | $4,763+106.8% |
| Participant deferral / active EE | $11,106 | $5,955+86.5% | $5,202+113.5% | $5,983+85.6% |
| Admin fee / account holder | $324 | $17,079-98.1% | $13,987-97.7% | $11,252-97.1% |