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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 | $71,861 | $185,856-61.3% | $170,028-57.7% | $139,456-48.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.75% | 60.52%-37.8pp | 53.39%-30.6pp | 373.45%-350.7pp |
| Employer contribution / active EE | $11,125 | $7,593+46.5% | $6,788+63.9% | $4,753+134.1% |
| Participant deferral / active EE | $15,254 | $11,623+31.2% | $10,409+46.5% | $6,711+127.3% |
| Admin fee / account holder | $2,175 | $15,387-85.9% | $12,820-83.0% | $11,407-80.9% |