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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 | $95,601 | $183,592-47.9% | $155,567-38.5% | $145,959-34.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $12,673 | $5,315+138.4% | $4,674+171.1% | $4,661+171.9% |
| Participant deferral / active EE | $8,960 | $6,464+38.6% | $5,628+59.2% | $6,689+34.0% |
| Admin fee / account holder | $2,295 | $19,318-88.1% | $15,916-85.6% | $13,398-82.9% |