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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 | $62,838 | $183,539-65.8% | $155,556-59.6% | $145,897-56.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 61.31%-44.2pp | 64.84%-47.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $9,136 | $5,315+71.9% | $4,675+95.4% | $4,663+95.9% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,631+104.2% | $6,689+71.9% |
| Admin fee / account holder | $841 | $19,275-95.6% | $15,885-94.7% | $13,390-93.7% |