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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 | $88,570 | $157,304-43.7% | $141,197-37.3% | $152,909-42.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.56% | 64.34%-34.8pp | 71.41%-41.8pp | 345.46%-315.9pp |
| Employer contribution / active EE | $15,011 | $5,263+185.2% | $4,736+216.9% | $4,764+215.1% |
| Participant deferral / active EE | $12,337 | $7,111+73.5% | $6,710+83.8% | $5,851+110.8% |
| Admin fee / account holder | $496 | $12,126-95.9% | $10,265-95.2% | $11,601-95.7% |