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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 | $47,950 | $209,874-77.2% | $189,537-74.7% | $167,536-71.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.92% | 748.61%-734.7pp | 555.34%-541.4pp | 478.82%-464.9pp |
| Employer contribution / active EE | $6,996 | $6,913+1.2% | $6,161+13.5% | $4,839+44.6% |
| Participant deferral / active EE | $4,140 | $8,934-53.7% | $8,220-49.6% | $6,342-34.7% |
| Admin fee / account holder | $311 | $14,299-97.8% | $12,048-97.4% | $12,315-97.5% |