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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 | $69,733 | $166,242-58.1% | $165,071-57.8% | $145,884-52.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.83% | 100.44%-91.6pp | 70.17%-61.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $10,938 | $5,283+107.0% | $4,347+151.6% | $4,662+134.6% |
| Participant deferral / active EE | $6,087 | $6,964-12.6% | $6,035+0.9% | $6,690-9.0% |
| Admin fee / account holder | $875 | $16,658-94.7% | $12,695-93.1% | $13,392-93.5% |