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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 | $87,004 | $185,856-53.2% | $170,028-48.8% | $139,456-37.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.87% | 60.52%-41.7pp | 53.39%-34.5pp | 373.45%-354.6pp |
| Employer contribution / active EE | $14,469 | $7,593+90.6% | $6,788+113.2% | $4,753+204.4% |
| Participant deferral / active EE | $21,846 | $11,623+87.9% | $10,409+109.9% | $6,711+225.5% |
| Admin fee / account holder | $765 | $15,387-95.0% | $12,820-94.0% | $11,407-93.3% |