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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 | $50,766 | $166,020-69.4% | $164,866-69.2% | $145,959-65.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.83% | 100.08%-86.3pp | 69.97%-56.1pp | 561.95%-548.1pp |
| Employer contribution / active EE | $11,904 | $5,275+125.7% | $4,343+174.1% | $4,661+155.4% |
| Participant deferral / active EE | $4,417 | $6,961-36.6% | $6,033-26.8% | $6,689-34.0% |
| Admin fee / account holder | $458 | $16,644-97.2% | $12,689-96.4% | $13,398-96.6% |