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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 | $29,511 | $183,539-83.9% | $155,556-81.0% | $145,897-79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $8,733 | $5,315+64.3% | $4,675+86.8% | $4,663+87.3% |
| Participant deferral / active EE | $4,824 | $6,467-25.4% | $5,631-14.3% | $6,689-27.9% |
| Admin fee / account holder | $1,624 | $19,275-91.6% | $15,885-89.8% | $13,390-87.9% |