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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 | $44,517 | $183,539-75.7% | $155,556-71.4% | $145,897-69.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $8,566 | $5,315+61.2% | $4,675+83.2% | $4,663+83.7% |
| Participant deferral / active EE | $10,843 | $6,467+67.7% | $5,631+92.6% | $6,689+62.1% |
| Admin fee / account holder | $350 | $19,275-98.2% | $15,885-97.8% | $13,390-97.4% |