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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 | $89,884 | $157,296-42.9% | $141,191-36.3% | $152,897-41.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.02% | 64.34%-44.3pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $20,513 | $5,262+289.8% | $4,736+333.1% | $4,764+330.6% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $669 | $12,125-94.5% | $10,264-93.5% | $11,599-94.2% |