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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 | $69,907 | $160,040-56.3% | $147,096-52.5% | $145,877-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.99% | 98.49%-81.5pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $13,528 | $5,289+155.8% | $4,936+174.1% | $4,663+190.1% |
| Participant deferral / active EE | $25,310 | $8,429+200.3% | $8,071+213.6% | $6,691+278.3% |
| Admin fee / account holder | $9,284 | $15,050-38.3% | $13,005-28.6% | $13,402-30.7% |