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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 | $96,845 | $72,071+34.4% | $68,368+41.7% | $137,256-29.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.51% | 353.14%-338.6pp | 292.57%-278.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $14,034 | $2,788+403.4% | $2,649+429.8% | $4,156+237.7% |
| Participant deferral / active EE | $11,919 | $4,410+170.3% | $4,123+189.1% | $6,407+86.0% |
| Admin fee / account holder | $903 | $5,336-83.1% | $5,150-82.5% | $12,270-92.6% |