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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 | $175,259-46.3% | $149,723-37.1% | $139,487-32.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.06% | 166.82%-152.8pp | 134.50%-120.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $11,552 | $5,478+110.9% | $4,821+139.6% | $4,755+143.0% |
| Participant deferral / active EE | $6,904 | $6,522+5.9% | $5,682+21.5% | $6,713+2.8% |
| Admin fee / account holder | $747 | $16,158-95.4% | $13,215-94.3% | $11,407-93.5% |