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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 | $36,095 | $175,257-79.4% | $149,717-75.9% | $139,456-74.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.44% | 166.70%-142.3pp | 134.41%-110.0pp | 373.45%-349.0pp |
| Employer contribution / active EE | $12,202 | $5,477+122.8% | $4,820+153.2% | $4,753+156.7% |
| Participant deferral / active EE | $4,091 | $6,521-37.3% | $5,682-28.0% | $6,711-39.0% |
| Admin fee / account holder | $588 | $16,156-96.4% | $13,213-95.6% | $11,407-94.8% |