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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 | $70,916 | $166,020-57.3% | $164,866-57.0% | $145,959-51.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.78% | 100.08%-86.3pp | 69.97%-56.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $23,727 | $5,275+349.8% | $4,343+446.4% | $4,661+409.1% |
| Participant deferral / active EE | $6,231 | $6,961-10.5% | $6,033+3.3% | $6,689-6.8% |
| Admin fee / account holder | $4,500 | $16,644-73.0% | $12,689-64.5% | $13,398-66.4% |