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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 | $46,121 | $171,492-73.1% | $150,734-69.4% | $198,609-76.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.92% | 804.70%-788.8pp | 600.81%-584.9pp | 202.70%-186.8pp |
| Employer contribution / active EE | $9,447 | $5,470+72.7% | $4,918+92.1% | $5,055+86.9% |
| Participant deferral / active EE | $5,989 | $6,259-4.3% | $5,610+6.8% | $6,977-14.2% |
| Admin fee / account holder | $2,823 | $17,628-84.0% | $14,905-81.1% | $19,030-85.2% |