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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 | $86,030 | $160,028-46.2% | $147,080-41.5% | $145,884-41.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 98.60%-85.6pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $38,908 | $5,286+636.1% | $4,933+688.7% | $4,662+734.5% |
| Participant deferral / active EE | $20,825 | $8,422+147.3% | $8,066+158.2% | $6,690+211.3% |
| Admin fee / account holder | $683 | $15,030-95.5% | $12,989-94.7% | $13,392-94.9% |