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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 | $93,339 | $148,623-37.2% | $135,974-31.4% | $139,466-33.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.02% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.6pp |
| Employer contribution / active EE | $55,646 | $5,246+960.7% | $4,859+1045.2% | $4,754+1070.5% |
| Participant deferral / active EE | $24,465 | $8,103+201.9% | $7,760+215.3% | $6,712+264.5% |
| Admin fee / account holder | $343 | $12,406-97.2% | $10,767-96.8% | $11,409-97.0% |