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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 | $27,731 | $202,460-86.3% | $169,385-83.6% | $139,456-80.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 28.92% | 532.07%-503.1pp | 405.82%-376.9pp | 373.45%-344.5pp |
| Employer contribution / active EE | $2,466 | $4,691-47.4% | $4,012-38.5% | $4,753-48.1% |
| Participant deferral / active EE | $12,020 | $6,938+73.3% | $6,221+93.2% | $6,711+79.1% |
| Admin fee / account holder | $1,285 | $10,719-88.0% | $9,011-85.7% | $11,407-88.7% |