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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 | $86,998 | $166,020-47.6% | $164,866-47.2% | $145,959-40.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.49% | 100.08%-86.6pp | 69.97%-56.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $7,936 | $5,275+50.4% | $4,343+82.7% | $4,661+70.3% |
| Participant deferral / active EE | $3,050 | $6,961-56.2% | $6,033-49.4% | $6,689-54.4% |
| Admin fee / account holder | $710 | $16,644-95.7% | $12,689-94.4% | $13,398-94.7% |