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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 | $25,490 | $175,259-85.5% | $149,723-83.0% | $139,487-81.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.56% | 166.82%-138.3pp | 134.50%-105.9pp | 373.84%-345.3pp |
| Employer contribution / active EE | $2,950 | $5,478-46.2% | $4,821-38.8% | $4,755-38.0% |
| Participant deferral / active EE | $11,250 | $6,522+72.5% | $5,682+98.0% | $6,713+67.6% |
| Admin fee / account holder | $407 | $16,158-97.5% | $13,215-96.9% | $11,407-96.4% |