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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 | $93,701 | $73,518+27.5% | $63,003+48.7% | $147,585-36.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.78% | 175.46%-161.7pp | 87.59%-73.8pp | 578.57%-564.8pp |
| Employer contribution / active EE | $14,535 | $3,322+337.5% | $2,760+426.6% | $4,876+198.1% |
| Participant deferral / active EE | $10,033 | $4,183+139.8% | $3,329+201.4% | $5,439+84.5% |
| Admin fee / account holder | $329 | $5,952-94.5% | $3,600-90.9% | $10,885-97.0% |