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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 | $64,667 | $217,432-70.3% | $185,851-65.2% | $167,553-61.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.47% | 148.43%-135.0pp | 122.11%-108.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $9,871 | $5,874+68.0% | $5,168+91.0% | $4,840+104.0% |
| Participant deferral / active EE | $5,806 | $6,357-8.7% | $5,569+4.3% | $6,343-8.5% |
| Admin fee / account holder | $836 | $19,820-95.8% | $16,245-94.9% | $12,316-93.2% |