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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 | $97,713 | $217,432-55.1% | $185,849-47.4% | $167,536-41.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.75% | 148.42%-131.7pp | 122.10%-105.3pp | 478.82%-462.1pp |
| Employer contribution / active EE | $11,287 | $5,875+92.1% | $5,169+118.4% | $4,839+133.2% |
| Participant deferral / active EE | $10,308 | $6,357+62.1% | $5,569+85.1% | $6,342+62.5% |
| Admin fee / account holder | $337 | $19,818-98.3% | $16,244-97.9% | $12,315-97.3% |