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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 | $93,216 | $183,539-49.2% | $155,556-40.1% | $145,897-36.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.38% | 61.31%-48.9pp | 64.84%-52.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $11,448 | $5,315+115.4% | $4,675+144.9% | $4,663+145.5% |
| Participant deferral / active EE | $4,500 | $6,467-30.4% | $5,631-20.1% | $6,689-32.7% |
| Admin fee / account holder | $640 | $19,275-96.7% | $15,885-96.0% | $13,390-95.2% |