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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 | $59,633 | $198,461-70.0% | $170,436-65.0% | $147,585-59.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.45% | 257.30%-243.8pp | 205.94%-192.5pp | 578.57%-565.1pp |
| Employer contribution / active EE | $12,041 | $6,184+94.7% | $5,433+121.6% | $4,876+146.9% |
| Participant deferral / active EE | $8,182 | $5,629+45.3% | $4,939+65.6% | $5,439+50.4% |
| Admin fee / account holder | $451 | $16,852-97.3% | $13,880-96.8% | $10,885-95.9% |