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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 | $51,534 | $171,492-69.9% | $150,734-65.8% | $198,609-74.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 11.87% | 804.70%-792.8pp | 600.81%-588.9pp | 202.70%-190.8pp |
| Employer contribution / active EE | $7,277 | $5,470+33.0% | $4,918+48.0% | $5,055+43.9% |
| Participant deferral / active EE | $21,052 | $6,259+236.4% | $5,610+275.3% | $6,977+201.7% |
| Admin fee / account holder | $382 | $17,628-97.8% | $14,905-97.4% | $19,030-98.0% |