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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 | $88,558 | $137,414-35.6% | $189,537-53.3% | $85,847+3.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 32.19% | 38.14%-6.0pp | 555.34%-523.1pp | 318.61%-286.4pp |
| Employer contribution / active EE | $12,618 | $4,344+190.4% | $6,161+104.8% | $2,565+391.9% |
| Participant deferral / active EE | $13,660 | $6,260+118.2% | $8,220+66.2% | $3,952+245.6% |
| Admin fee / account holder | $325 | $8,630-96.2% | $12,048-97.3% | $6,261-94.8% |