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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 | $104,895 | $185,883-43.6% | $170,043-38.3% | $139,466-24.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.61% | 60.54%-44.9pp | 53.40%-37.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $9,464 | $7,596+24.6% | $6,790+39.4% | $4,754+99.1% |
| Participant deferral / active EE | $5,459 | $11,626-53.0% | $10,410-47.6% | $6,712-18.7% |
| Admin fee / account holder | $1,465 | $15,393-90.5% | $12,824-88.6% | $11,409-87.2% |