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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 | $57,263 | $198,457-71.1% | $170,435-66.4% | $147,586-61.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.46% | 257.30%-241.8pp | 205.94%-190.5pp | 578.59%-563.1pp |
| Employer contribution / active EE | $7,340 | $6,183+18.7% | $5,432+35.1% | $4,876+50.5% |
| Participant deferral / active EE | $6,200 | $5,629+10.1% | $4,939+25.5% | $5,439+14.0% |
| Admin fee / account holder | $685 | $16,852-95.9% | $13,881-95.1% | $10,886-93.7% |