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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 | $88,394 | $166,268-46.8% | $165,100-46.5% | $145,897-39.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.13% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $16,091 | $5,284+204.5% | $4,348+270.1% | $4,663+245.1% |
| Participant deferral / active EE | $22,500 | $6,964+223.1% | $6,035+272.8% | $6,689+236.4% |
| Admin fee / account holder | $514 | $16,659-96.9% | $12,696-96.0% | $13,390-96.2% |