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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 | $95,462 | $217,432-56.1% | $185,851-48.6% | $167,553-43.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.53% | 148.43%-123.9pp | 122.11%-97.6pp | 478.89%-454.4pp |
| Employer contribution / active EE | $11,464 | $5,874+95.1% | $5,168+121.8% | $4,840+136.9% |
| Participant deferral / active EE | $7,623 | $6,357+19.9% | $5,569+36.9% | $6,343+20.2% |
| Admin fee / account holder | $2,063 | $19,820-89.6% | $16,245-87.3% | $12,316-83.3% |