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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 | $90,393 | $104,924-13.8% | $84,623+6.8% | $152,885-40.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.76% | 373.82%-347.1pp | 258.77%-232.0pp | 345.39%-318.6pp |
| Employer contribution / active EE | $11,670 | $3,302+253.4% | $2,652+340.0% | $4,763+145.0% |
| Participant deferral / active EE | $15,844 | $4,689+237.9% | $3,899+306.3% | $5,851+170.8% |
| Admin fee / account holder | $3,091 | $6,242-50.5% | $4,913-37.1% | $11,598-73.3% |