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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 | $35,787 | $217,432-83.5% | $185,851-80.7% | $167,553-78.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.77% | 148.43%-131.7pp | 122.11%-105.3pp | 478.89%-462.1pp |
| Employer contribution / active EE | $12,607 | $5,874+114.6% | $5,168+143.9% | $4,840+160.5% |
| Participant deferral / active EE | $9,474 | $6,357+49.0% | $5,569+70.1% | $6,343+49.4% |
| Admin fee / account holder | $889 | $19,820-95.5% | $16,245-94.5% | $12,316-92.8% |