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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 | $52,221 | $175,231-70.2% | $149,696-65.1% | $139,466-62.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.82% | 166.77%-142.9pp | 134.46%-110.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $18,055 | $5,478+229.6% | $4,821+274.5% | $4,754+279.8% |
| Participant deferral / active EE | $12,069 | $6,521+85.1% | $5,682+112.4% | $6,712+79.8% |
| Admin fee / account holder | $625 | $16,155-96.1% | $13,212-95.3% | $11,409-94.5% |