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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 | $101,888 | $107,941-5.6% | $91,994+10.8% | $152,897-33.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 15.35% | 89.28%-73.9pp | 69.04%-53.7pp | 345.43%-330.1pp |
| Employer contribution / active EE | $19,753 | $4,212+369.0% | $3,453+472.1% | $4,764+314.7% |
| Participant deferral / active EE | $13,267 | $6,366+108.4% | $5,924+124.0% | $5,851+126.7% |
| Admin fee / account holder | $741 | $10,521-93.0% | $7,744-90.4% | $11,599-93.6% |