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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 | $84,380 | $160,070-47.3% | $147,117-42.6% | $145,897-42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $22,500 | $5,285+325.8% | $4,932+356.2% | $4,663+382.6% |
| Participant deferral / active EE | $4,964 | $8,419-41.0% | $8,065-38.4% | $6,689-25.8% |
| Admin fee / account holder | $844 | $15,035-94.4% | $12,993-93.5% | $13,390-93.7% |