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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 | $166,242-47.3% | $165,071-46.9% | $145,884-40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.19% | 100.44%-88.3pp | 70.17%-58.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $6,248 | $5,283+18.3% | $4,347+43.7% | $4,662+34.0% |
| Participant deferral / active EE | $13,683 | $6,964+96.5% | $6,035+126.7% | $6,690+104.5% |
| Admin fee / account holder | $42,905 | $16,658+157.6% | $12,695+238.0% | $13,392+220.4% |