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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 | $125,004 | $201,344-37.9% | $184,243-32.2% | $145,877-14.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 96.15% | 29.01%+67.1pp | 28.82%+67.3pp | 551.28%-455.1pp |
| Employer contribution / active EE | $12,861 | $7,022+83.1% | $6,427+100.1% | $4,663+175.8% |
| Participant deferral / active EE | $10,324 | $9,807+5.3% | $9,132+13.0% | $6,691+54.3% |
| Admin fee / account holder | $332 | $16,382-98.0% | $13,914-97.6% | $13,402-97.5% |