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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 | $50,246 | $138,078-63.6% | $125,363-59.9% | $134,509-62.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 13.50% | 750.49%-737.0pp | 572.15%-558.6pp | 418.13%-404.6pp |
| Employer contribution / active EE | $12,651 | $5,245+141.2% | $4,815+162.8% | $4,741+166.9% |
| Participant deferral / active EE | $16,554 | $7,800+112.2% | $7,447+122.3% | $6,400+158.6% |
| Admin fee / account holder | $854 | $11,566-92.6% | $10,005-91.5% | $11,427-92.5% |