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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 | $40,664 | $209,425-80.6% | $178,499-77.2% | $158,966-74.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.69% | 188.80%-168.1pp | 151.10%-130.4pp | 302.95%-282.3pp |
| Employer contribution / active EE | $9,641 | $5,707+68.9% | $5,011+92.4% | $4,762+102.4% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $314 | $17,078-98.2% | $13,986-97.8% | $11,250-97.2% |