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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 | $85,182 | $159,978-46.8% | $147,041-42.1% | $145,978-41.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 38.05% | 98.36%-60.3pp | 419.21%-381.2pp | 550.52%-512.5pp |
| Employer contribution / active EE | $17,456 | $5,288+230.1% | $4,935+253.7% | $4,662+274.4% |
| Participant deferral / active EE | $7,500 | $8,429-11.0% | $8,071-7.1% | $6,690+12.1% |
| Admin fee / account holder | $493 | $15,053-96.7% | $13,006-96.2% | $13,400-96.3% |