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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 | $52,604 | $209,422-74.9% | $178,503-70.5% | $158,982-66.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 108.67% | 188.81%-80.1pp | 151.12%-42.4pp | 302.99%-194.3pp |
| Employer contribution / active EE | $11,332 | $5,707+98.6% | $5,011+126.1% | $4,763+137.9% |
| Participant deferral / active EE | $5,145 | $5,955-13.6% | $5,202-1.1% | $5,983-14.0% |
| Admin fee / account holder | $333 | $17,079-98.0% | $13,987-97.6% | $11,252-97.0% |