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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 | $98,604 | $166,131-40.6% | $164,975-40.2% | $145,877-32.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.16% | 100.37%-89.2pp | 70.12%-59.0pp | 551.28%-540.1pp |
| Employer contribution / active EE | $10,584 | $5,276+100.6% | $4,343+143.7% | $4,663+127.0% |
| Participant deferral / active EE | $15,250 | $6,962+119.0% | $6,033+152.8% | $6,691+127.9% |
| Admin fee / account holder | $537 | $16,648-96.8% | $12,688-95.8% | $13,402-96.0% |