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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 | $166,020-40.6% | $164,866-40.2% | $145,959-32.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.16% | 100.08%-88.9pp | 69.97%-58.8pp | 561.95%-550.8pp |
| Employer contribution / active EE | $10,584 | $5,275+100.7% | $4,343+143.7% | $4,661+127.1% |
| Participant deferral / active EE | $15,250 | $6,961+119.1% | $6,033+152.8% | $6,689+128.0% |
| Admin fee / account holder | $537 | $16,644-96.8% | $12,689-95.8% | $13,398-96.0% |