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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 | $88,375 | $175,231-49.6% | $149,696-41.0% | $139,466-36.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.06% | 166.77%-150.7pp | 134.46%-118.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $10,193 | $5,478+86.1% | $4,821+111.4% | $4,754+114.4% |
| Participant deferral / active EE | $6,775 | $6,521+3.9% | $5,682+19.2% | $6,712+0.9% |
| Admin fee / account holder | $473 | $16,155-97.1% | $13,212-96.4% | $11,409-95.9% |