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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 | $77,013 | $209,847-63.3% | $189,520-59.4% | $167,518-54.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.86% | 748.45%-734.6pp | 555.25%-541.4pp | 478.71%-464.8pp |
| Employer contribution / active EE | $3,934 | $6,913-43.1% | $6,161-36.1% | $4,838-18.7% |
| Participant deferral / active EE | $10,612 | $8,934+18.8% | $8,220+29.1% | $6,342+67.3% |
| Admin fee / account holder | $6,497 | $14,295-54.6% | $12,046-46.1% | $12,312-47.2% |