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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 | $80,337 | $209,847-61.7% | $189,520-57.6% | $167,518-52.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.93% | 748.45%-732.5pp | 555.25%-539.3pp | 478.71%-462.8pp |
| Employer contribution / active EE | $2,964 | $6,913-57.1% | $6,161-51.9% | $4,838-38.7% |
| Participant deferral / active EE | $13,230 | $8,934+48.1% | $8,220+60.9% | $6,342+108.6% |
| Admin fee / account holder | $1,455 | $14,295-89.8% | $12,046-87.9% | $12,312-88.2% |