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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 | $73,998 | $209,422-64.7% | $178,503-58.5% | $158,982-53.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.98% | 188.81%-176.8pp | 151.12%-139.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $11,055 | $5,707+93.7% | $5,011+120.6% | $4,763+132.1% |
| Participant deferral / active EE | $4,875 | $5,955-18.1% | $5,202-6.3% | $5,983-18.5% |
| Admin fee / account holder | $444 | $17,079-97.4% | $13,987-96.8% | $11,252-96.1% |