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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 | $59,655 | $226,135-73.6% | $182,558-67.3% | $152,909-61.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.36% | 192.60%-171.2pp | 148.59%-127.2pp | 345.46%-324.1pp |
| Employer contribution / active EE | $541 | $4,979-89.1% | $4,076-86.7% | $4,764-88.7% |
| Participant deferral / active EE | $9,149 | $6,371+43.6% | $5,526+65.6% | $5,851+56.4% |
| Admin fee / account holder | $983 | $10,707-90.8% | $8,594-88.6% | $11,601-91.5% |