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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 | $93,430 | $166,242-43.8% | $165,071-43.4% | $145,884-36.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.47% | 100.44%-88.0pp | 70.17%-57.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $17,938 | $5,283+239.5% | $4,347+312.6% | $4,662+284.7% |
| Participant deferral / active EE | $14,667 | $6,964+110.6% | $6,035+143.0% | $6,690+119.2% |
| Admin fee / account holder | $505 | $16,658-97.0% | $12,695-96.0% | $13,392-96.2% |