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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 | $66,534 | $175,259-62.0% | $149,723-55.6% | $139,487-52.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.89% | 166.82%-145.9pp | 134.50%-113.6pp | 373.84%-352.9pp |
| Employer contribution / active EE | $13,352 | $5,478+143.7% | $4,821+176.9% | $4,755+180.8% |
| Participant deferral / active EE | $10,401 | $6,522+59.5% | $5,682+83.0% | $6,713+54.9% |
| Admin fee / account holder | $797 | $16,158-95.1% | $13,215-94.0% | $11,407-93.0% |