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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 | $78,411 | $185,856-57.8% | $170,028-53.9% | $139,456-43.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.89% | 60.52%-37.6pp | 53.39%-30.5pp | 373.45%-350.6pp |
| Employer contribution / active EE | $12,595 | $7,593+65.9% | $6,788+85.6% | $4,753+165.0% |
| Participant deferral / active EE | $23,175 | $11,623+99.4% | $10,409+122.6% | $6,711+245.3% |
| Admin fee / account holder | $388 | $15,387-97.5% | $12,820-97.0% | $11,407-96.6% |