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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 | $50,766 | $166,268-69.5% | $165,100-69.3% | $145,897-65.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.83% | 100.52%-86.7pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $11,904 | $5,284+125.3% | $4,348+173.8% | $4,663+155.3% |
| Participant deferral / active EE | $4,417 | $6,964-36.6% | $6,035-26.8% | $6,689-34.0% |
| Admin fee / account holder | $458 | $16,659-97.2% | $12,696-96.4% | $13,390-96.6% |