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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 | $106,276 | $144,124-26.3% | $117,857-9.8% | $147,585-28.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.98% | 531.17%-517.2pp | 335.09%-321.1pp | 578.57%-564.6pp |
| Employer contribution / active EE | $23,569 | $4,897+381.3% | $3,786+522.5% | $4,876+383.3% |
| Participant deferral / active EE | $8,792 | $5,316+65.4% | $4,482+96.2% | $5,439+61.7% |
| Admin fee / account holder | $518 | $10,886-95.2% | $8,020-93.5% | $10,885-95.2% |