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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 | $34,990 | $183,539-80.9% | $155,556-77.5% | $145,897-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.48% | 61.31%-46.8pp | 64.84%-50.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $10,066 | $5,315+89.4% | $4,675+115.3% | $4,663+115.9% |
| Participant deferral / active EE | $3,920 | $6,467-39.4% | $5,631-30.4% | $6,689-41.4% |
| Admin fee / account holder | $335 | $19,275-98.3% | $15,885-97.9% | $13,390-97.5% |