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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 | $39,652 | $180,459-78.0% | $154,108-74.3% | $135,380-70.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 224.13% | 888.21%-664.1pp | 735.21%-511.1pp | 519.81%-295.7pp |
| Employer contribution / active EE | $2,826 | $6,035-53.2% | $5,298-46.7% | $4,779-40.9% |
| Participant deferral / active EE | $9,997 | $5,806+72.2% | $5,081+96.8% | $5,609+78.2% |
| Admin fee / account holder | $1,144 | $16,145-92.9% | $13,411-91.5% | $10,828-89.4% |