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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 | $35,792 | $209,847-82.9% | $189,520-81.1% | $167,518-78.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.23% | 748.45%-730.2pp | 555.25%-537.0pp | 478.71%-460.5pp |
| Employer contribution / active EE | $6,332 | $6,913-8.4% | $6,161+2.8% | $4,838+30.9% |
| Participant deferral / active EE | $7,308 | $8,934-18.2% | $8,220-11.1% | $6,342+15.2% |
| Admin fee / account holder | $10,773 | $14,295-24.6% | $12,046-10.6% | $12,312-12.5% |