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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 | $66,494 | $134,817-50.7% | $123,973-46.4% | $155,188-57.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.35% | 515.49%-498.1pp | 388.13%-370.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $18,801 | $4,425+324.9% | $4,126+355.7% | $4,248+342.6% |
| Participant deferral / active EE | $9,427 | $5,706+65.2% | $5,247+79.7% | $6,531+44.3% |
| Admin fee / account holder | $4,282 | $13,245-67.7% | $11,799-63.7% | $14,480-70.4% |