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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 | $36,044 | $211,288-82.9% | $178,540-79.8% | $145,884-75.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.76% | 30.27%-18.5pp | 27.15%-15.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $9,877 | $4,574+116.0% | $3,953+149.9% | $4,662+111.9% |
| Participant deferral / active EE | $8,500 | $6,967+22.0% | $6,281+35.3% | $6,690+27.1% |
| Admin fee / account holder | $687 | $12,105-94.3% | $10,424-93.4% | $13,392-94.9% |