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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 | $73,638 | $197,637-62.7% | $177,848-58.6% | $158,982-53.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.20% | 58.77%-49.6pp | 48.33%-39.1pp | 302.99%-293.8pp |
| Employer contribution / active EE | $19,000 | $6,698+183.7% | $5,919+221.0% | $4,763+298.9% |
| Participant deferral / active EE | $11,511 | $8,405+37.0% | $7,714+49.2% | $5,983+92.4% |
| Admin fee / account holder | $2,843 | $15,406-81.5% | $12,431-77.1% | $11,252-74.7% |