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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 | $56,365 | $175,257-67.8% | $149,717-62.4% | $139,456-59.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.78% | 166.70%-153.9pp | 134.41%-121.6pp | 373.45%-360.7pp |
| Employer contribution / active EE | $9,788 | $5,477+78.7% | $4,820+103.1% | $4,753+105.9% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,711-10.6% |
| Admin fee / account holder | $501 | $16,156-96.9% | $13,213-96.2% | $11,407-95.6% |