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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 | $90,954 | $215,361-57.8% | $171,082-46.8% | $273,972-66.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 223.10% | 25.14%+198.0pp | 32.56%+190.5pp | 41.46%+181.6pp |
| Employer contribution / active EE | $1,463 | $4,967-70.6% | $4,002-63.5% | $4,869-70.0% |
| Participant deferral / active EE | $11,000 | $5,543+98.4% | $4,797+129.3% | $5,287+108.0% |
| Admin fee / account holder | $669 | $10,846-93.8% | $8,520-92.1% | $10,133-93.4% |