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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 | $83,573 | $185,905-55.0% | $170,057-50.9% | $139,487-40.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.67% | 60.56%-43.9pp | 53.42%-36.7pp | 373.84%-357.2pp |
| Employer contribution / active EE | $14,181 | $7,597+86.7% | $6,790+108.8% | $4,755+198.3% |
| Participant deferral / active EE | $10,291 | $11,627-11.5% | $10,411-1.2% | $6,713+53.3% |
| Admin fee / account holder | $22,534 | $15,397+46.4% | $12,826+75.7% | $11,407+97.5% |