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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 | $44,908 | $173,397-74.1% | $135,987-67.0% | $145,978-69.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 20.72% | 1165.22%-1144.5pp | 579.77%-559.1pp | 550.52%-529.8pp |
| Employer contribution / active EE | $6,980 | $5,281+32.2% | $4,214+65.6% | $4,662+49.7% |
| Participant deferral / active EE | $9,778 | $8,710+12.3% | $7,027+39.2% | $6,690+46.2% |
| Admin fee / account holder | $430 | $9,663-95.6% | $6,716-93.6% | $13,400-96.8% |