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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 | $43,932 | $183,592-76.1% | $155,567-71.8% | $145,959-69.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.97% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $13,956 | $5,315+162.6% | $4,674+198.6% | $4,661+199.4% |
| Participant deferral / active EE | $5,031 | $6,464-22.2% | $5,628-10.6% | $6,689-24.8% |
| Admin fee / account holder | $400 | $19,318-97.9% | $15,916-97.5% | $13,398-97.0% |