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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 | $73,128 | $185,905-60.7% | $170,057-57.0% | $139,487-47.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.49% | 60.56%-45.1pp | 53.42%-37.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $14,300 | $7,597+88.2% | $6,790+110.6% | $4,755+200.8% |
| Participant deferral / active EE | $11,557 | $11,627-0.6% | $10,411+11.0% | $6,713+72.2% |
| Admin fee / account holder | $43,103 | $15,397+179.9% | $12,826+236.1% | $11,407+277.9% |