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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 | $73,452 | $197,637-62.8% | $177,848-58.7% | $158,982-53.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.74% | 58.77%-50.0pp | 48.33%-39.6pp | 302.99%-294.2pp |
| Employer contribution / active EE | $16,870 | $6,698+151.8% | $5,919+185.0% | $4,763+254.2% |
| Participant deferral / active EE | $15,444 | $8,405+83.7% | $7,714+100.2% | $5,983+158.1% |
| Admin fee / account holder | $3,043 | $15,406-80.3% | $12,431-75.5% | $11,252-73.0% |