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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 | $47,193 | $226,105-79.1% | $182,540-74.1% | $152,897-69.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 8.76% | 192.58%-183.8pp | 148.58%-139.8pp | 345.43%-336.7pp |
| Employer contribution / active EE | $13,731 | $4,978+175.8% | $4,076+236.9% | $4,764+188.3% |
| Participant deferral / active EE | $12,832 | $6,370+101.4% | $5,525+132.2% | $5,851+119.3% |
| Admin fee / account holder | $324 | $10,706-97.0% | $8,593-96.2% | $11,599-97.2% |