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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 | $90,496 | $175,231-48.4% | $149,696-39.5% | $139,466-35.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.41% | 166.77%-154.4pp | 134.46%-122.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $17,886 | $5,478+226.5% | $4,821+271.0% | $4,754+276.2% |
| Participant deferral / active EE | $12,490 | $6,521+91.5% | $5,682+119.8% | $6,712+86.1% |
| Admin fee / account holder | $45,520 | $16,155+181.8% | $13,212+244.5% | $11,409+299.0% |