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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 | $80,320 | $209,847-61.7% | $189,520-57.6% | $167,518-52.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.41% | 748.45%-721.0pp | 555.25%-527.8pp | 478.71%-451.3pp |
| Employer contribution / active EE | $2,883 | $6,913-58.3% | $6,161-53.2% | $4,838-40.4% |
| Participant deferral / active EE | $12,123 | $8,934+35.7% | $8,220+47.5% | $6,342+91.1% |
| Admin fee / account holder | $1,009 | $14,295-92.9% | $12,046-91.6% | $12,312-91.8% |