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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 | $20,865 | $183,539-88.6% | $155,556-86.6% | $145,897-85.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.96% | 61.31%-50.3pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $10,663 | $5,315+100.6% | $4,675+128.1% | $4,663+128.7% |
| Participant deferral / active EE | $6,324 | $6,467-2.2% | $5,631+12.3% | $6,689-5.5% |
| Admin fee / account holder | $66,726 | $19,275+246.2% | $15,885+320.1% | $13,390+398.3% |