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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 | $47,071 | $138,072-65.9% | $123,549-61.9% | $135,382-65.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 31.32% | 153.69%-122.4pp | 119.20%-87.9pp | 519.77%-488.4pp |
| Employer contribution / active EE | $21,114 | $5,152+309.9% | $4,628+356.2% | $4,779+341.8% |
| Participant deferral / active EE | $13,121 | $6,799+93.0% | $6,426+104.2% | $5,609+133.9% |
| Admin fee / account holder | $341 | $10,917-96.9% | $9,284-96.3% | $10,829-96.9% |