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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 | $64,555 | $134,817-52.1% | $123,973-47.9% | $155,188-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.02% | 515.49%-501.5pp | 388.13%-374.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $10,730 | $4,425+142.5% | $4,126+160.1% | $4,248+152.6% |
| Participant deferral / active EE | $11,882 | $5,706+108.2% | $5,247+126.5% | $6,531+81.9% |
| Admin fee / account holder | $619 | $13,245-95.3% | $11,799-94.8% | $14,480-95.7% |