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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 | $99,285 | $217,432-54.3% | $185,851-46.6% | $167,553-40.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.74% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.1pp |
| Employer contribution / active EE | $2,657 | $5,874-54.8% | $5,168-48.6% | $4,840-45.1% |
| Participant deferral / active EE | $13,975 | $6,357+119.8% | $5,569+151.0% | $6,343+120.3% |
| Admin fee / account holder | $642 | $19,820-96.8% | $16,245-96.0% | $12,316-94.8% |