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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 | $44,956 | $185,312-75.7% | $161,489-72.2% | $154,746-70.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 113.76% | 103.84%+9.9pp | 89.72%+24.0pp | 172.34%-58.6pp |
| Employer contribution / active EE | $9,814 | $4,769+105.8% | $4,268+129.9% | $4,379+124.1% |
| Participant deferral / active EE | $9,171 | $6,350+44.4% | $5,630+62.9% | $6,730+36.3% |
| Admin fee / account holder | $469 | $18,654-97.5% | $16,006-97.1% | $14,365-96.7% |