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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 | $87,890 | $171,492-48.7% | $150,734-41.7% | $198,609-55.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.74% | 804.70%-789.0pp | 600.81%-585.1pp | 202.70%-187.0pp |
| Employer contribution / active EE | $9,715 | $5,470+77.6% | $4,918+97.5% | $5,055+92.2% |
| Participant deferral / active EE | $7,848 | $6,259+25.4% | $5,610+39.9% | $6,977+12.5% |
| Admin fee / account holder | $20,194 | $17,628+14.6% | $14,905+35.5% | $19,030+6.1% |