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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 | $93,179 | $134,817-30.9% | $123,973-24.8% | $155,188-40.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.62% | 515.49%-495.9pp | 388.13%-368.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $7,343 | $4,425+65.9% | $4,126+78.0% | $4,248+72.9% |
| Participant deferral / active EE | $13,033 | $5,706+128.4% | $5,247+148.4% | $6,531+99.5% |
| Admin fee / account holder | $572 | $13,245-95.7% | $11,799-95.1% | $14,480-96.0% |