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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 | $65,018 | $175,231-62.9% | $149,696-56.6% | $139,466-53.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.47% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $10,564 | $5,478+92.8% | $4,821+119.1% | $4,754+122.2% |
| Participant deferral / active EE | $4,442 | $6,521-31.9% | $5,682-21.8% | $6,712-33.8% |
| Admin fee / account holder | $347 | $16,155-97.9% | $13,212-97.4% | $11,409-97.0% |