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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 | $166,131-46.8% | $164,975-46.4% | $145,877-39.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.13% | 100.37%-88.2pp | 70.12%-58.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $16,091 | $5,276+205.0% | $4,343+270.5% | $4,663+245.1% |
| Participant deferral / active EE | $22,500 | $6,962+223.2% | $6,033+272.9% | $6,691+236.3% |
| Admin fee / account holder | $514 | $16,648-96.9% | $12,688-95.9% | $13,402-96.2% |