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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 | $53,367 | $198,462-73.1% | $170,439-68.7% | $147,585-63.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.34% | 257.30%-244.0pp | 205.94%-192.6pp | 578.58%-565.2pp |
| Employer contribution / active EE | $10,339 | $6,184+67.2% | $5,433+90.3% | $4,876+112.0% |
| Participant deferral / active EE | $5,289 | $5,629-6.1% | $4,939+7.1% | $5,439-2.8% |
| Admin fee / account holder | $8,311 | $16,852-50.7% | $13,881-40.1% | $10,886-23.6% |