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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 | $173,526-74.1% | $136,072-67.0% | $145,884-69.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 20.72% | 1167.12%-1146.4pp | 580.46%-559.7pp | 551.85%-531.1pp |
| Employer contribution / active EE | $6,980 | $5,285+32.1% | $4,216+65.6% | $4,662+49.7% |
| Participant deferral / active EE | $9,778 | $8,711+12.3% | $7,028+39.1% | $6,690+46.2% |
| Admin fee / account holder | $430 | $9,665-95.6% | $6,718-93.6% | $13,392-96.8% |