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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 | $183,539-52.0% | $155,556-43.4% | $145,897-39.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.96% | 61.31%-36.3pp | 64.84%-39.9pp | 552.29%-527.3pp |
| Employer contribution / active EE | $11,113 | $5,315+109.1% | $4,675+137.7% | $4,663+138.3% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $775 | $19,275-96.0% | $15,885-95.1% | $13,390-94.2% |