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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 | $24,150 | $165,399-85.4% | $149,745-83.9% | $158,982-84.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 60.53% | 348.34%-287.8pp | 276.72%-216.2pp | 302.99%-242.5pp |
| Employer contribution / active EE | $5,869 | $5,105+15.0% | $4,646+26.3% | $4,763+23.2% |
| Participant deferral / active EE | $11,785 | $7,183+64.1% | $6,843+72.2% | $5,983+97.0% |
| Admin fee / account holder | $495 | $10,811-95.4% | $9,312-94.7% | $11,252-95.6% |