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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 | $185,856-49.3% | $170,028-44.6% | $139,456-32.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.83% | 60.52%-44.7pp | 53.39%-37.6pp | 373.45%-357.6pp |
| Employer contribution / active EE | $9,087 | $7,593+19.7% | $6,788+33.9% | $4,753+91.2% |
| Participant deferral / active EE | $8,963 | $11,623-22.9% | $10,409-13.9% | $6,711+33.5% |
| Admin fee / account holder | $68,416 | $15,387+344.6% | $12,820+433.6% | $11,407+499.8% |