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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 | $111,309 | $209,425-46.9% | $178,499-37.6% | $158,966-30.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.22% | 188.80%-165.6pp | 151.10%-127.9pp | 302.95%-279.7pp |
| Employer contribution / active EE | $13,769 | $5,707+141.3% | $5,011+174.8% | $4,762+189.1% |
| Participant deferral / active EE | $6,229 | $5,955+4.6% | $5,202+19.7% | $5,983+4.1% |
| Admin fee / account holder | $1,407 | $17,078-91.8% | $13,986-89.9% | $11,250-87.5% |