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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 | $92,561 | $209,425-55.8% | $178,499-48.1% | $158,966-41.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.18% | 188.80%-175.6pp | 151.10%-137.9pp | 302.95%-289.8pp |
| Employer contribution / active EE | $12,391 | $5,707+117.1% | $5,011+147.3% | $4,762+160.2% |
| Participant deferral / active EE | $9,205 | $5,955+54.6% | $5,202+76.9% | $5,983+53.8% |
| Admin fee / account holder | $897 | $17,078-94.7% | $13,986-93.6% | $11,250-92.0% |