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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 | $49,388 | $209,422-76.4% | $178,503-72.3% | $158,982-68.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.36% | 188.81%-165.4pp | 151.12%-127.8pp | 302.99%-279.6pp |
| Employer contribution / active EE | $10,785 | $5,707+89.0% | $5,011+115.2% | $4,763+126.4% |
| Participant deferral / active EE | $8,369 | $5,955+40.5% | $5,202+60.9% | $5,983+39.9% |
| Admin fee / account holder | $665 | $17,079-96.1% | $13,987-95.2% | $11,252-94.1% |