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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 | $68,168 | $217,432-68.6% | $185,849-63.3% | $167,536-59.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.15% | 148.42%-135.3pp | 122.10%-108.9pp | 478.82%-465.7pp |
| Employer contribution / active EE | $13,628 | $5,875+132.0% | $5,169+163.7% | $4,839+181.6% |
| Participant deferral / active EE | $4,445 | $6,357-30.1% | $5,569-20.2% | $6,342-29.9% |
| Admin fee / account holder | $847 | $19,818-95.7% | $16,244-94.8% | $12,315-93.1% |