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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 | $69,829 | $166,242-58.0% | $165,071-57.7% | $145,884-52.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.73% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $16,224 | $5,283+207.1% | $4,347+273.2% | $4,662+248.0% |
| Participant deferral / active EE | $13,463 | $6,964+93.3% | $6,035+123.1% | $6,690+101.3% |
| Admin fee / account holder | $584 | $16,658-96.5% | $12,695-95.4% | $13,392-95.6% |