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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 | $87,728 | $166,268-47.2% | $165,100-46.9% | $145,897-39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.19% | 100.52%-81.3pp | 70.21%-51.0pp | 552.29%-533.1pp |
| Employer contribution / active EE | $13,892 | $5,284+162.9% | $4,348+219.5% | $4,663+198.0% |
| Participant deferral / active EE | $15,000 | $6,964+115.4% | $6,035+148.5% | $6,689+124.2% |
| Admin fee / account holder | $368 | $16,659-97.8% | $12,696-97.1% | $13,390-97.3% |