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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 | $75,635 | $160,040-52.7% | $147,096-48.6% | $145,877-48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.78% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $15,750 | $5,289+197.8% | $4,936+219.1% | $4,663+237.8% |
| Participant deferral / active EE | $15,596 | $8,429+85.0% | $8,071+93.2% | $6,691+133.1% |
| Admin fee / account holder | $312 | $15,050-97.9% | $13,005-97.6% | $13,402-97.7% |