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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 | $73,850 | $209,425-64.7% | $178,499-58.6% | $158,966-53.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.02% | 188.80%-178.8pp | 151.10%-141.1pp | 302.95%-292.9pp |
| Employer contribution / active EE | $10,808 | $5,707+89.4% | $5,011+115.7% | $4,762+126.9% |
| Participant deferral / active EE | $6,654 | $5,955+11.7% | $5,202+27.9% | $5,983+11.2% |
| Admin fee / account holder | $2,449 | $17,078-85.7% | $13,986-82.5% | $11,250-78.2% |