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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 | $67,872 | $183,592-63.0% | $155,567-56.4% | $145,959-53.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.84% | 61.24%-39.4pp | 64.74%-42.9pp | 561.95%-540.1pp |
| Employer contribution / active EE | $9,668 | $5,315+81.9% | $4,674+106.8% | $4,661+107.4% |
| Participant deferral / active EE | $8,099 | $6,464+25.3% | $5,628+43.9% | $6,689+21.1% |
| Admin fee / account holder | $533 | $19,318-97.2% | $15,916-96.7% | $13,398-96.0% |