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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 | $75,228 | $156,927-52.1% | $121,169-37.9% | $139,456-46.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.89% | 1475.85%-1458.0pp | 986.71%-968.8pp | 373.45%-355.6pp |
| Employer contribution / active EE | $11,491 | $5,542+107.3% | $4,168+175.7% | $4,753+141.8% |
| Participant deferral / active EE | $2,827 | $4,848-41.7% | $4,083-30.8% | $6,711-57.9% |
| Admin fee / account holder | $11,698 | $6,946+68.4% | $5,645+107.2% | $11,407+2.6% |