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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 | $42,096 | $160,040-73.7% | $147,096-71.4% | $145,877-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.04% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $9,808 | $5,289+85.4% | $4,936+98.7% | $4,663+110.3% |
| Participant deferral / active EE | $13,385 | $8,429+58.8% | $8,071+65.8% | $6,691+100.1% |
| Admin fee / account holder | $780 | $15,050-94.8% | $13,005-94.0% | $13,402-94.2% |