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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 | $105,937 | $154,209-31.3% | $130,062-18.5% | $139,487-24.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.54% | 32.52%-15.0pp | -137.37%+154.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $9,774 | $5,292+84.7% | $4,322+126.1% | $4,755+105.6% |
| Participant deferral / active EE | $16,413 | $6,709+144.6% | $5,821+182.0% | $6,713+144.5% |
| Admin fee / account holder | $619 | $13,988-95.6% | $10,601-94.2% | $11,407-94.6% |