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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 | $92,042 | $154,159-40.3% | $130,026-29.2% | $139,456-34.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 32.50%-16.8pp | -137.26%+152.9pp | 373.45%-357.8pp |
| Employer contribution / active EE | $10,537 | $5,292+99.1% | $4,321+143.8% | $4,753+121.7% |
| Participant deferral / active EE | $11,149 | $6,710+66.2% | $5,821+91.5% | $6,711+66.1% |
| Admin fee / account holder | $926 | $14,001-93.4% | $10,608-91.3% | $11,407-91.9% |