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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 | $65,028 | $183,592-64.6% | $155,567-58.2% | $145,959-55.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $20,261 | $5,315+281.2% | $4,674+333.5% | $4,661+334.7% |
| Participant deferral / active EE | $15,250 | $6,464+135.9% | $5,628+171.0% | $6,689+128.0% |
| Admin fee / account holder | $540 | $19,318-97.2% | $15,916-96.6% | $13,398-96.0% |