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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 | $90,506 | $167,522-46.0% | $151,639-40.3% | $134,532-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 123.04% | 7.81%+115.2pp | 3.34%+119.7pp | 418.27%-295.2pp |
| Employer contribution / active EE | $26,969 | $6,828+295.0% | $6,165+337.5% | $4,741+468.8% |
| Participant deferral / active EE | $20,073 | $8,986+123.4% | $8,363+140.0% | $6,401+213.6% |
| Admin fee / account holder | $967 | $13,780-93.0% | $11,613-91.7% | $11,429-91.5% |