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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 | $42,061 | $226,135-81.4% | $182,558-77.0% | $152,909-72.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.95% | 192.60%-163.6pp | 148.59%-119.6pp | 345.46%-316.5pp |
| Employer contribution / active EE | $11,943 | $4,979+139.9% | $4,076+193.0% | $4,764+150.7% |
| Participant deferral / active EE | $6,147 | $6,371-3.5% | $5,526+11.2% | $5,851+5.0% |
| Admin fee / account holder | $1,555 | $10,707-85.5% | $8,594-81.9% | $11,601-86.6% |