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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 | $80,327 | $183,627-56.3% | $155,602-48.4% | $145,978-45.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.65% | 61.32%-50.7pp | 64.81%-54.2pp | 550.52%-539.9pp |
| Employer contribution / active EE | $12,747 | $5,316+139.8% | $4,675+172.7% | $4,662+173.4% |
| Participant deferral / active EE | $4,600 | $6,466-28.9% | $5,629-18.3% | $6,690-31.2% |
| Admin fee / account holder | $41,368 | $19,327+114.0% | $15,923+159.8% | $13,400+208.7% |