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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 | $113,660 | $154,209-26.3% | $130,062-12.6% | $139,487-18.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.69% | 32.52%-17.8pp | -137.37%+152.1pp | 373.84%-359.2pp |
| Employer contribution / active EE | $15,784 | $5,292+198.2% | $4,322+265.2% | $4,755+232.0% |
| Participant deferral / active EE | $7,500 | $6,709+11.8% | $5,821+28.9% | $6,713+11.7% |
| Admin fee / account holder | $526 | $13,988-96.2% | $10,601-95.0% | $11,407-95.4% |