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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 | $40,418 | $160,040-74.7% | $147,096-72.5% | $145,877-72.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.35% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $11,053 | $5,289+109.0% | $4,936+123.9% | $4,663+137.0% |
| Participant deferral / active EE | $5,707 | $8,429-32.3% | $8,071-29.3% | $6,691-14.7% |
| Admin fee / account holder | $499 | $15,050-96.7% | $13,005-96.2% | $13,402-96.3% |