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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 | $118,233 | $157,276-24.8% | $141,177-16.3% | $152,885-22.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.10% | 64.33%-44.2pp | 71.40%-51.3pp | 345.39%-325.3pp |
| Employer contribution / active EE | $17,466 | $5,262+231.9% | $4,736+268.8% | $4,763+266.7% |
| Participant deferral / active EE | $5,000 | $7,110-29.7% | $6,710-25.5% | $5,851-14.5% |
| Admin fee / account holder | $875 | $12,123-92.8% | $10,263-91.5% | $11,598-92.5% |