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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 | $89,256 | $185,883-52.0% | $170,043-47.5% | $139,466-36.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.99% | 60.54%-39.5pp | 53.40%-32.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $13,925 | $7,596+83.3% | $6,790+105.1% | $4,754+192.9% |
| Participant deferral / active EE | $10,002 | $11,626-14.0% | $10,410-3.9% | $6,712+49.0% |
| Admin fee / account holder | $450 | $15,393-97.1% | $12,824-96.5% | $11,409-96.1% |