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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 | $19,505 | $175,257-88.9% | $149,717-87.0% | $139,456-86.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.39% | 166.70%-128.3pp | 134.41%-96.0pp | 373.45%-335.1pp |
| Employer contribution / active EE | $2,414 | $5,477-55.9% | $4,820-49.9% | $4,753-49.2% |
| Participant deferral / active EE | $7,041 | $6,521+8.0% | $5,682+23.9% | $6,711+4.9% |
| Admin fee / account holder | $747 | $16,156-95.4% | $13,213-94.3% | $11,407-93.5% |