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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 | $15,323 | $138,078-88.9% | $125,363-87.8% | $134,509-88.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 30.15% | 750.49%-720.3pp | 572.15%-542.0pp | 418.13%-388.0pp |
| Employer contribution / active EE | $2,480 | $5,245-52.7% | $4,815-48.5% | $4,741-47.7% |
| Participant deferral / active EE | $5,889 | $7,800-24.5% | $7,447-20.9% | $6,400-8.0% |
| Admin fee / account holder | $317 | $11,566-97.3% | $10,005-96.8% | $11,427-97.2% |