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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 | $52,592 | $175,259-70.0% | $149,723-64.9% | $139,487-62.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 166.82%-151.8pp | 134.50%-119.5pp | 373.84%-358.8pp |
| Employer contribution / active EE | $12,149 | $5,478+121.8% | $4,821+152.0% | $4,755+155.5% |
| Participant deferral / active EE | $8,917 | $6,522+36.7% | $5,682+56.9% | $6,713+32.8% |
| Admin fee / account holder | $596 | $16,158-96.3% | $13,215-95.5% | $11,407-94.8% |