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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 | $101,890 | $202,463-49.7% | $169,397-39.9% | $139,487-27.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 532.64%-518.9pp | 406.23%-392.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $19,706 | $4,694+319.8% | $4,013+391.0% | $4,755+314.4% |
| Participant deferral / active EE | $8,915 | $6,941+28.4% | $6,223+43.3% | $6,713+32.8% |
| Admin fee / account holder | $725 | $10,726-93.2% | $9,017-92.0% | $11,407-93.6% |