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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 | $130,121 | $209,874-38.0% | $189,537-31.3% | $167,536-22.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.21% | 748.61%-739.4pp | 555.34%-546.1pp | 478.82%-469.6pp |
| Employer contribution / active EE | $38,500 | $6,913+456.9% | $6,161+524.9% | $4,839+695.6% |
| Participant deferral / active EE | $21,357 | $8,934+139.1% | $8,220+159.8% | $6,342+236.7% |
| Admin fee / account holder | $757 | $14,299-94.7% | $12,048-93.7% | $12,315-93.8% |