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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 | $62,160 | $217,432-71.4% | $185,849-66.6% | $167,536-62.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.92% | 148.42%-132.5pp | 122.10%-106.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $9,655 | $5,875+64.3% | $5,169+86.8% | $4,839+99.5% |
| Participant deferral / active EE | $7,005 | $6,357+10.2% | $5,569+25.8% | $6,342+10.4% |
| Admin fee / account holder | $534 | $19,818-97.3% | $16,244-96.7% | $12,315-95.7% |