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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 | $22,407 | $160,040-86.0% | $147,096-84.8% | $145,877-84.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.75% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $14,911 | $5,289+181.9% | $4,936+202.1% | $4,663+219.8% |
| Participant deferral / active EE | $10,835 | $8,429+28.6% | $8,071+34.2% | $6,691+61.9% |
| Admin fee / account holder | $54,074 | $15,050+259.3% | $13,005+315.8% | $13,402+303.5% |