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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 | $36,108 | $234,190-84.6% | $180,320-80.0% | $198,609-81.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 9.04% | 1057.44%-1048.4pp | 778.54%-769.5pp | 202.70%-193.7pp |
| Employer contribution / active EE | $5,796 | $5,258+10.2% | $4,108+41.1% | $5,055+14.6% |
| Participant deferral / active EE | $10,600 | $4,988+112.5% | $4,304+146.3% | $6,977+51.9% |
| Admin fee / account holder | $762 | $12,558-93.9% | $10,000-92.4% | $19,030-96.0% |