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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 | $92,838 | $167,533-44.6% | $151,645-38.8% | $134,545-31.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 331.16% | 7.81%+323.3pp | 3.34%+327.8pp | 418.37%-87.2pp |
| Employer contribution / active EE | $22,838 | $6,828+234.5% | $6,165+270.4% | $4,742+381.7% |
| Participant deferral / active EE | $17,671 | $8,985+96.7% | $8,363+111.3% | $6,401+176.1% |
| Admin fee / account holder | $383 | $13,781-97.2% | $11,614-96.7% | $11,431-96.7% |