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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 | $43,825 | $175,231-75.0% | $149,696-70.7% | $139,466-68.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 166.77%-150.9pp | 134.46%-118.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $9,688 | $5,478+76.9% | $4,821+101.0% | $4,754+103.8% |
| Participant deferral / active EE | $4,481 | $6,521-31.3% | $5,682-21.1% | $6,712-33.2% |
| Admin fee / account holder | $550 | $16,155-96.6% | $13,212-95.8% | $11,409-95.2% |