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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 | $89,726 | $209,847-57.2% | $189,520-52.7% | $167,518-46.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.96% | 748.45%-732.5pp | 555.25%-539.3pp | 478.71%-462.8pp |
| Employer contribution / active EE | $11,561 | $6,913+67.2% | $6,161+87.6% | $4,838+138.9% |
| Participant deferral / active EE | $7,265 | $8,934-18.7% | $8,220-11.6% | $6,342+14.6% |
| Admin fee / account holder | $997 | $14,295-93.0% | $12,046-91.7% | $12,312-91.9% |