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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 | $94,179 | $185,883-49.3% | $170,043-44.6% | $139,466-32.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.83% | 60.54%-44.7pp | 53.40%-37.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $9,087 | $7,596+19.6% | $6,790+33.8% | $4,754+91.1% |
| Participant deferral / active EE | $8,963 | $11,626-22.9% | $10,410-13.9% | $6,712+33.5% |
| Admin fee / account holder | $68,416 | $15,393+344.4% | $12,824+433.5% | $11,409+499.7% |