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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 | $96,010 | $183,539-47.7% | $155,556-38.3% | $145,897-34.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 61.31%-48.1pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $6,964 | $5,315+31.0% | $4,675+48.9% | $4,663+49.4% |
| Participant deferral / active EE | $13,053 | $6,467+101.8% | $5,631+131.8% | $6,689+95.1% |
| Admin fee / account holder | $675 | $19,275-96.5% | $15,885-95.8% | $13,390-95.0% |