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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 | $61,142 | $217,432-71.9% | $185,851-67.1% | $167,553-63.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.54% | 148.43%-126.9pp | 122.11%-100.6pp | 478.89%-457.4pp |
| Employer contribution / active EE | $11,544 | $5,874+96.5% | $5,168+123.3% | $4,840+138.5% |
| Participant deferral / active EE | $8,044 | $6,357+26.5% | $5,569+44.4% | $6,343+26.8% |
| Admin fee / account holder | $477 | $19,820-97.6% | $16,245-97.1% | $12,316-96.1% |