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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 | $74,112 | $166,131-55.4% | $164,975-55.1% | $145,877-49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.19% | 100.37%-85.2pp | 70.12%-54.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $7,500 | $5,276+42.2% | $4,343+72.7% | $4,663+60.8% |
| Participant deferral / active EE | $7,625 | $6,962+9.5% | $6,033+26.4% | $6,691+14.0% |
| Admin fee / account holder | $400 | $16,648-97.6% | $12,688-96.8% | $13,402-97.0% |