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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 | $88,659 | $157,296-43.6% | $141,191-37.2% | $152,897-42.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.37% | 64.34%-38.0pp | 71.41%-45.0pp | 345.43%-319.1pp |
| Employer contribution / active EE | $8,910 | $5,262+69.3% | $4,736+88.1% | $4,764+87.0% |
| Participant deferral / active EE | $14,829 | $7,111+108.5% | $6,710+121.0% | $5,851+153.4% |
| Admin fee / account holder | $320 | $12,125-97.4% | $10,264-96.9% | $11,599-97.2% |