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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 | $30,999 | $148,623-79.1% | $135,974-77.2% | $139,466-77.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.63% | 79.30%-51.7pp | 68.30%-40.7pp | 373.66%-346.0pp |
| Employer contribution / active EE | $12,521 | $5,246+138.7% | $4,859+157.7% | $4,754+163.4% |
| Participant deferral / active EE | $4,352 | $8,103-46.3% | $7,760-43.9% | $6,712-35.2% |
| Admin fee / account holder | $357 | $12,406-97.1% | $10,767-96.7% | $11,409-96.9% |