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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 | $93,371 | $185,883-49.8% | $170,043-45.1% | $139,466-33.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.61% | 60.54%-31.9pp | 53.40%-24.8pp | 373.66%-345.1pp |
| Employer contribution / active EE | $1,870 | $7,596-75.4% | $6,790-72.5% | $4,754-60.7% |
| Participant deferral / active EE | $15,000 | $11,626+29.0% | $10,410+44.1% | $6,712+123.5% |
| Admin fee / account holder | $65,023 | $15,393+322.4% | $12,824+407.0% | $11,409+469.9% |