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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 | $78,749 | $148,629-47.0% | $135,982-42.1% | $139,487-43.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.59% | 79.33%-64.7pp | 68.32%-53.7pp | 373.84%-359.3pp |
| Employer contribution / active EE | $9,986 | $5,247+90.3% | $4,859+105.5% | $4,755+110.0% |
| Participant deferral / active EE | $28,750 | $8,102+254.8% | $7,760+270.5% | $6,713+328.3% |
| Admin fee / account holder | $627 | $12,406-95.0% | $10,767-94.2% | $11,407-94.5% |