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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 | $97,674 | $166,242-41.2% | $165,071-40.8% | $145,884-33.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.12% | 100.44%-88.3pp | 70.17%-58.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $6,852 | $5,283+29.7% | $4,347+57.6% | $4,662+47.0% |
| Participant deferral / active EE | $22,155 | $6,964+218.1% | $6,035+267.1% | $6,690+231.2% |
| Admin fee / account holder | $372 | $16,658-97.8% | $12,695-97.1% | $13,392-97.2% |