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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 | $94,134 | $148,623-36.7% | $135,974-30.8% | $139,466-32.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.55% | 79.30%-57.7pp | 68.30%-46.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $12,831 | $5,246+144.6% | $4,859+164.1% | $4,754+169.9% |
| Participant deferral / active EE | $17,797 | $8,103+119.6% | $7,760+129.3% | $6,712+165.1% |
| Admin fee / account holder | $39,545 | $12,406+218.8% | $10,767+267.3% | $11,409+246.6% |