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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 | $91,325 | $157,296-41.9% | $141,191-35.3% | $152,897-40.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 73.32% | 64.34%+9.0pp | 71.41%+1.9pp | 345.43%-272.1pp |
| Employer contribution / active EE | $8,750 | $5,262+66.3% | $4,736+84.8% | $4,764+83.7% |
| Participant deferral / active EE | $16,940 | $7,111+138.2% | $6,710+152.5% | $5,851+189.5% |
| Admin fee / account holder | $928 | $12,125-92.3% | $10,264-91.0% | $11,599-92.0% |