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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 | $112,118 | $166,268-32.6% | $165,100-32.1% | $145,897-23.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.64% | 100.52%-84.9pp | 70.21%-54.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $10,986 | $5,284+107.9% | $4,348+152.7% | $4,663+135.6% |
| Participant deferral / active EE | $9,507 | $6,964+36.5% | $6,035+57.5% | $6,689+42.1% |
| Admin fee / account holder | $24,999 | $16,659+50.1% | $12,696+96.9% | $13,390+86.7% |