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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 | $86,860 | $185,856-53.3% | $170,028-48.9% | $139,456-37.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.92% | 60.52%-39.6pp | 53.39%-32.5pp | 373.45%-352.5pp |
| Employer contribution / active EE | $23,025 | $7,593+203.2% | $6,788+239.2% | $4,753+384.5% |
| Participant deferral / active EE | $19,336 | $11,623+66.3% | $10,409+85.8% | $6,711+188.1% |
| Admin fee / account holder | $425 | $15,387-97.2% | $12,820-96.7% | $11,407-96.3% |