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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 | $55,905 | $144,130-61.2% | $117,861-52.6% | $147,586-62.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.12% | 531.20%-508.1pp | 335.11%-312.0pp | 578.59%-555.5pp |
| Employer contribution / active EE | $13,113 | $4,897+167.8% | $3,786+246.3% | $4,876+168.9% |
| Participant deferral / active EE | $6,189 | $5,316+16.4% | $4,482+38.1% | $5,439+13.8% |
| Admin fee / account holder | $355 | $10,887-96.7% | $8,021-95.6% | $10,886-96.7% |