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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 | $70,543 | $166,242-57.6% | $165,071-57.3% | $145,884-51.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.66% | 100.44%-87.8pp | 70.17%-57.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $8,805 | $5,283+66.7% | $4,347+102.5% | $4,662+88.9% |
| Participant deferral / active EE | $3,785 | $6,964-45.6% | $6,035-37.3% | $6,690-43.4% |
| Admin fee / account holder | $303 | $16,658-98.2% | $12,695-97.6% | $13,392-97.7% |