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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 | $97,203 | $126,519-23.2% | $106,201-8.5% | $145,959-33.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.42% | 225.10%-209.7pp | 116.26%-100.8pp | 561.95%-546.5pp |
| Employer contribution / active EE | $13,704 | $3,726+267.8% | $3,170+332.4% | $4,661+194.0% |
| Participant deferral / active EE | $13,704 | $5,716+139.8% | $5,012+173.4% | $6,689+104.9% |
| Admin fee / account holder | $1,289 | $17,312-92.6% | $11,039-88.3% | $13,398-90.4% |