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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 | $83,645 | $166,242-49.7% | $165,071-49.3% | $145,884-42.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.19% | 100.44%-83.3pp | 70.17%-53.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $10,115 | $5,283+91.5% | $4,347+132.7% | $4,662+117.0% |
| Participant deferral / active EE | $12,083 | $6,964+73.5% | $6,035+100.2% | $6,690+80.6% |
| Admin fee / account holder | $602 | $16,658-96.4% | $12,695-95.3% | $13,392-95.5% |