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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 | $88,115 | $183,592-52.0% | $155,567-43.4% | $145,959-39.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.96% | 61.24%-36.3pp | 64.74%-39.8pp | 561.95%-537.0pp |
| Employer contribution / active EE | $11,113 | $5,315+109.1% | $4,674+137.8% | $4,661+138.4% |
| Participant deferral / active EE | $7,625 | $6,464+18.0% | $5,628+35.5% | $6,689+14.0% |
| Admin fee / account holder | $775 | $19,318-96.0% | $15,916-95.1% | $13,398-94.2% |