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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 | $89,004 | $175,231-49.2% | $149,696-40.5% | $139,466-36.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.98% | 166.77%-148.8pp | 134.46%-116.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $15,968 | $5,478+191.5% | $4,821+231.2% | $4,754+235.9% |
| Participant deferral / active EE | $7,922 | $6,521+21.5% | $5,682+39.4% | $6,712+18.0% |
| Admin fee / account holder | $2,833 | $16,155-82.5% | $13,212-78.6% | $11,409-75.2% |