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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 | $89,228 | $148,582-39.9% | $135,942-34.4% | $139,456-36.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.42% | 79.26%-50.8pp | 68.28%-39.9pp | 373.45%-345.0pp |
| Employer contribution / active EE | $11,618 | $5,245+121.5% | $4,858+139.2% | $4,753+144.4% |
| Participant deferral / active EE | $18,328 | $8,101+126.2% | $7,759+136.2% | $6,711+173.1% |
| Admin fee / account holder | $309 | $12,402-97.5% | $10,764-97.1% | $11,407-97.3% |