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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 | $102,756 | $176,794-41.9% | $146,647-29.9% | $167,553-38.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.65% | 24.04%-9.4pp | 22.75%-8.1pp | 478.89%-464.2pp |
| Employer contribution / active EE | $10,953 | $5,161+112.2% | $4,137+164.8% | $4,840+126.3% |
| Participant deferral / active EE | $14,469 | $6,440+124.7% | $5,506+162.8% | $6,343+128.1% |
| Admin fee / account holder | $905 | $13,262-93.2% | $10,281-91.2% | $12,316-92.7% |