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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 | $22,205 | $175,231-87.3% | $149,696-85.2% | $139,466-84.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.45% | 166.77%-142.3pp | 134.46%-110.0pp | 373.66%-349.2pp |
| Employer contribution / active EE | $5,443 | $5,478-0.6% | $4,821+12.9% | $4,754+14.5% |
| Participant deferral / active EE | $6,934 | $6,521+6.3% | $5,682+22.0% | $6,712+3.3% |
| Admin fee / account holder | $301 | $16,155-98.1% | $13,212-97.7% | $11,409-97.4% |