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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 | $68,863 | $144,130-52.2% | $117,860-41.6% | $147,585-53.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.59% | 531.20%-510.6pp | 335.10%-314.5pp | 578.58%-558.0pp |
| Employer contribution / active EE | $24,047 | $4,897+391.1% | $3,786+535.1% | $4,876+393.1% |
| Participant deferral / active EE | $14,933 | $5,316+180.9% | $4,482+233.2% | $5,439+174.6% |
| Admin fee / account holder | $1,238 | $10,887-88.6% | $8,021-84.6% | $10,886-88.6% |