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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 | $23,560 | $148,629-84.1% | $135,982-82.7% | $139,487-83.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.44% | 79.33%-54.9pp | 68.32%-43.9pp | 373.84%-349.4pp |
| Employer contribution / active EE | $10,457 | $5,247+99.3% | $4,859+115.2% | $4,755+119.9% |
| Participant deferral / active EE | $11,077 | $8,102+36.7% | $7,760+42.7% | $6,713+65.0% |
| Admin fee / account holder | $787 | $12,406-93.7% | $10,767-92.7% | $11,407-93.1% |