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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 | $183,516-46.7% | $155,534-37.1% | $145,884-33.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.10% | 61.43%-41.3pp | 64.92%-44.8pp | 551.85%-531.7pp |
| Employer contribution / active EE | $8,362 | $5,315+57.3% | $4,675+78.9% | $4,662+79.4% |
| Participant deferral / active EE | $15,214 | $6,467+135.3% | $5,630+170.2% | $6,690+127.4% |
| Admin fee / account holder | $20,723 | $19,293+7.4% | $15,900+30.3% | $13,392+54.7% |