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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 | $102,152 | $148,623-31.3% | $135,974-24.9% | $139,466-26.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.97% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $15,899 | $5,246+203.0% | $4,859+227.2% | $4,754+234.4% |
| Participant deferral / active EE | $7,263 | $8,103-10.4% | $7,760-6.4% | $6,712+8.2% |
| Admin fee / account holder | $50,139 | $12,406+304.2% | $10,767+365.7% | $11,409+339.5% |