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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 | $89,162 | $160,040-44.3% | $147,096-39.4% | $145,877-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $14,433 | $5,289+172.9% | $4,936+192.4% | $4,663+209.5% |
| Participant deferral / active EE | $15,000 | $8,429+78.0% | $8,071+85.8% | $6,691+124.2% |
| Admin fee / account holder | $384 | $15,050-97.4% | $13,005-97.0% | $13,402-97.1% |