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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 | $69,980 | $138,102-49.3% | $125,381-44.2% | $134,532-48.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 34.29% | 750.73%-716.4pp | 572.31%-538.0pp | 418.27%-384.0pp |
| Employer contribution / active EE | $3,377 | $5,245-35.6% | $4,815-29.9% | $4,741-28.8% |
| Participant deferral / active EE | $9,954 | $7,801+27.6% | $7,448+33.6% | $6,401+55.5% |
| Admin fee / account holder | $684 | $11,568-94.1% | $10,007-93.2% | $11,429-94.0% |