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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 | $91,058 | $176,120-48.3% | $159,487-42.9% | $167,553-45.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.01% | 331.95%-320.9pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $20,013 | $5,299+277.7% | $4,831+314.2% | $4,840+313.5% |
| Participant deferral / active EE | $16,872 | $7,752+117.7% | $7,354+129.4% | $6,343+166.0% |
| Admin fee / account holder | $492 | $12,561-96.1% | $10,804-95.4% | $12,316-96.0% |