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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 | $87,591 | $166,268-47.3% | $165,100-46.9% | $145,897-40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.19% | 100.52%-88.3pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $6,248 | $5,284+18.2% | $4,348+43.7% | $4,663+34.0% |
| Participant deferral / active EE | $13,683 | $6,964+96.5% | $6,035+126.7% | $6,689+104.5% |
| Admin fee / account holder | $42,905 | $16,659+157.5% | $12,696+238.0% | $13,390+220.4% |