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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 | $49,712 | $138,075-64.0% | $123,552-59.8% | $135,379-63.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 20.41% | 153.70%-133.3pp | 119.20%-98.8pp | 519.79%-499.4pp |
| Employer contribution / active EE | $14,236 | $5,152+176.3% | $4,628+207.6% | $4,779+197.9% |
| Participant deferral / active EE | $6,192 | $6,800-8.9% | $6,426-3.6% | $5,609+10.4% |
| Admin fee / account holder | $446 | $10,917-95.9% | $9,285-95.2% | $10,828-95.9% |