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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 | $44,375 | $175,257-74.7% | $149,717-70.4% | $139,456-68.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.16% | 166.70%-146.5pp | 134.41%-114.2pp | 373.45%-353.3pp |
| Employer contribution / active EE | $9,438 | $5,477+72.3% | $4,820+95.8% | $4,753+98.6% |
| Participant deferral / active EE | $10,068 | $6,521+54.4% | $5,682+77.2% | $6,711+50.0% |
| Admin fee / account holder | $455 | $16,156-97.2% | $13,213-96.6% | $11,407-96.0% |