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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 | $81,938 | $105,210-22.1% | $159,487-48.6% | $85,851-4.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.78% | 45.08%-29.3pp | 263.71%-247.9pp | 318.63%-302.9pp |
| Employer contribution / active EE | $11,736 | $3,319+253.6% | $4,831+142.9% | $2,565+357.5% |
| Participant deferral / active EE | $11,051 | $5,946+85.8% | $7,354+50.3% | $3,952+179.6% |
| Admin fee / account holder | $666 | $6,934-90.4% | $10,804-93.8% | $6,261-89.4% |