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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 | $78,145 | $227,633-65.7% | $189,597-58.8% | $167,553-53.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.52% | 78.45%-66.9pp | 64.20%-52.7pp | 478.89%-467.4pp |
| Employer contribution / active EE | $23,196 | $5,317+336.3% | $4,412+425.7% | $4,840+379.3% |
| Participant deferral / active EE | $13,386 | $7,003+91.1% | $6,174+116.8% | $6,343+111.0% |
| Admin fee / account holder | $698 | $11,879-94.1% | $9,807-92.9% | $12,316-94.3% |