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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 | $29,478 | $175,231-83.2% | $149,696-80.3% | $139,466-78.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.69% | 166.77%-140.1pp | 134.46%-107.8pp | 373.66%-347.0pp |
| Employer contribution / active EE | $7,566 | $5,478+38.1% | $4,821+56.9% | $4,754+59.1% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,712+11.7% |
| Admin fee / account holder | $384 | $16,155-97.6% | $13,212-97.1% | $11,409-96.6% |