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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 | $98,418 | $160,040-38.5% | $147,096-33.1% | $145,877-32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $6,407 | $5,289+21.1% | $4,936+29.8% | $4,663+37.4% |
| Participant deferral / active EE | $14,008 | $8,429+66.2% | $8,071+73.6% | $6,691+109.4% |
| Admin fee / account holder | $2,086 | $15,050-86.1% | $13,005-84.0% | $13,402-84.4% |