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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 | $84,076 | $160,040-47.5% | $147,096-42.8% | $145,877-42.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.41% | 98.49%-64.1pp | 419.75%-385.3pp | 551.28%-516.9pp |
| Employer contribution / active EE | $11,429 | $5,289+116.1% | $4,936+131.5% | $4,663+145.1% |
| Participant deferral / active EE | $9,492 | $8,429+12.6% | $8,071+17.6% | $6,691+41.9% |
| Admin fee / account holder | $310 | $15,050-97.9% | $13,005-97.6% | $13,402-97.7% |