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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 | $81,493 | $209,422-61.1% | $178,503-54.3% | $158,982-48.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.05% | 188.81%-178.8pp | 151.12%-141.1pp | 302.99%-292.9pp |
| Employer contribution / active EE | $20,001 | $5,707+250.5% | $5,011+299.1% | $4,763+319.9% |
| Participant deferral / active EE | $14,805 | $5,955+148.6% | $5,202+184.6% | $5,983+147.4% |
| Admin fee / account holder | $5,329 | $17,079-68.8% | $13,987-61.9% | $11,252-52.6% |