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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 | $74,178 | $209,888-64.7% | $189,545-60.9% | $167,553-55.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.38% | 748.66%-735.3pp | 555.36%-542.0pp | 478.89%-465.5pp |
| Employer contribution / active EE | $3,282 | $6,915-52.5% | $6,162-46.7% | $4,840-32.2% |
| Participant deferral / active EE | $7,331 | $8,934-17.9% | $8,220-10.8% | $6,343+15.6% |
| Admin fee / account holder | $822 | $14,300-94.3% | $12,049-93.2% | $12,316-93.3% |