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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 | $84,961 | $166,131-48.9% | $164,975-48.5% | $145,877-41.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.40% | 100.37%-84.0pp | 70.12%-53.7pp | 551.28%-534.9pp |
| Employer contribution / active EE | $15,230 | $5,276+188.7% | $4,343+250.7% | $4,663+226.6% |
| Participant deferral / active EE | $9,221 | $6,962+32.4% | $6,033+52.8% | $6,691+37.8% |
| Admin fee / account holder | $1,552 | $16,648-90.7% | $12,688-87.8% | $13,402-88.4% |