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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 | $42,688 | $185,856-77.0% | $170,028-74.9% | $139,456-69.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.87% | 60.52%-44.6pp | 53.39%-37.5pp | 373.45%-357.6pp |
| Employer contribution / active EE | $12,733 | $7,593+67.7% | $6,788+87.6% | $4,753+167.9% |
| Participant deferral / active EE | $26,613 | $11,623+129.0% | $10,409+155.7% | $6,711+296.5% |
| Admin fee / account holder | $21,073 | $15,387+37.0% | $12,820+64.4% | $11,407+84.7% |