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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 | $85,239 | $185,830-54.1% | $170,004-49.9% | $139,427-38.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.25% | 60.52%-45.3pp | 53.39%-38.1pp | 373.27%-358.0pp |
| Employer contribution / active EE | $9,079 | $7,591+19.6% | $6,786+33.8% | $4,752+91.1% |
| Participant deferral / active EE | $7,225 | $11,622-37.8% | $10,408-30.6% | $6,711+7.7% |
| Admin fee / account holder | $388 | $15,381-97.5% | $12,816-97.0% | $11,404-96.6% |