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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 | $61,458 | $185,905-66.9% | $170,057-63.9% | $139,487-55.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.74% | 60.56%-31.8pp | 53.42%-24.7pp | 373.84%-345.1pp |
| Employer contribution / active EE | $11,559 | $7,597+52.1% | $6,790+70.2% | $4,755+143.1% |
| Participant deferral / active EE | $17,709 | $11,627+52.3% | $10,411+70.1% | $6,713+163.8% |
| Admin fee / account holder | $466 | $15,397-97.0% | $12,826-96.4% | $11,407-95.9% |