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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 | $29,317 | $217,427-86.5% | $185,837-84.2% | $167,518-82.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.97% | 148.39%-136.4pp | 122.08%-110.1pp | 478.71%-466.7pp |
| Employer contribution / active EE | $8,219 | $5,874+39.9% | $5,168+59.0% | $4,838+69.9% |
| Participant deferral / active EE | $5,124 | $6,357-19.4% | $5,568-8.0% | $6,342-19.2% |
| Admin fee / account holder | $1,596 | $19,816-91.9% | $16,241-90.2% | $12,312-87.0% |