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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 | $35,991 | $226,105-84.1% | $182,540-80.3% | $152,897-76.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.01% | 192.58%-177.6pp | 148.58%-133.6pp | 345.43%-330.4pp |
| Employer contribution / active EE | $7,193 | $4,978+44.5% | $4,076+76.5% | $4,764+51.0% |
| Participant deferral / active EE | $10,391 | $6,370+63.1% | $5,525+88.1% | $5,851+77.6% |
| Admin fee / account holder | $1,118 | $10,706-89.6% | $8,593-87.0% | $11,599-90.4% |