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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 | $97,769 | $183,539-46.7% | $155,556-37.1% | $145,897-33.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.10% | 61.31%-41.2pp | 64.84%-44.7pp | 552.29%-532.2pp |
| Employer contribution / active EE | $8,362 | $5,315+57.3% | $4,675+78.9% | $4,663+79.3% |
| Participant deferral / active EE | $15,214 | $6,467+135.3% | $5,631+170.2% | $6,689+127.4% |
| Admin fee / account holder | $20,723 | $19,275+7.5% | $15,885+30.5% | $13,390+54.8% |