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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% | $155,574-71.8% | $145,877-69.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.97% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $13,956 | $5,317+162.5% | $4,676+198.5% | $4,663+199.3% |
| Participant deferral / active EE | $5,031 | $6,466-22.2% | $5,629-10.6% | $6,691-24.8% |
| Admin fee / account holder | $400 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |