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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 | $58,327 | $217,432-73.2% | $185,849-68.6% | $167,536-65.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.43% | 148.42%-135.0pp | 122.10%-108.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $12,305 | $5,875+109.5% | $5,169+138.1% | $4,839+154.3% |
| Participant deferral / active EE | $6,955 | $6,357+9.4% | $5,569+24.9% | $6,342+9.7% |
| Admin fee / account holder | $787 | $19,818-96.0% | $16,244-95.2% | $12,315-93.6% |