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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 | $66,273 | $183,988-64.0% | $162,177-59.1% | $152,897-56.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.51% | 150.79%-125.3pp | 115.60%-90.1pp | 345.43%-319.9pp |
| Employer contribution / active EE | $8,533 | $6,370+34.0% | $5,613+52.0% | $4,764+79.1% |
| Participant deferral / active EE | $14,527 | $8,032+80.9% | $7,297+99.1% | $5,851+148.3% |
| Admin fee / account holder | $676 | $13,123-94.8% | $10,843-93.8% | $11,599-94.2% |