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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 | $43,282 | $175,259-75.3% | $149,723-71.1% | $139,487-69.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.99% | 166.82%-141.8pp | 134.50%-109.5pp | 373.84%-348.9pp |
| Employer contribution / active EE | $6,363 | $5,478+16.1% | $4,821+32.0% | $4,755+33.8% |
| Participant deferral / active EE | $23,898 | $6,522+266.4% | $5,682+320.5% | $6,713+256.0% |
| Admin fee / account holder | $958 | $16,158-94.1% | $13,215-92.7% | $11,407-91.6% |