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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 | $66,439 | $202,463-67.2% | $169,397-60.8% | $139,487-52.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.47% | 532.64%-513.2pp | 406.23%-386.8pp | 373.84%-354.4pp |
| Employer contribution / active EE | $12,380 | $4,694+163.8% | $4,013+208.5% | $4,755+160.4% |
| Participant deferral / active EE | $13,383 | $6,941+92.8% | $6,223+115.1% | $6,713+99.4% |
| Admin fee / account holder | $632 | $10,726-94.1% | $9,017-93.0% | $11,407-94.5% |