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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 | $80,892 | $148,582-45.6% | $135,942-40.5% | $139,456-42.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.10% | 79.26%-65.2pp | 68.28%-54.2pp | 373.45%-359.4pp |
| Employer contribution / active EE | $22,368 | $5,245+326.5% | $4,858+360.5% | $4,753+370.6% |
| Participant deferral / active EE | $15,725 | $8,101+94.1% | $7,759+102.7% | $6,711+134.3% |
| Admin fee / account holder | $4,221 | $12,402-66.0% | $10,764-60.8% | $11,407-63.0% |