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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 | $48,650 | $150,412-67.7% | $120,574-59.7% | $145,884-66.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.87% | 154.50%-139.6pp | 107.42%-92.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $5,888 | $4,355+35.2% | $3,471+69.7% | $4,662+26.3% |
| Participant deferral / active EE | $8,744 | $6,175+41.6% | $4,996+75.0% | $6,690+30.7% |
| Admin fee / account holder | $322 | $12,224-97.4% | $9,445-96.6% | $13,392-97.6% |