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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 | $82,431 | $185,883-55.7% | $170,043-51.5% | $139,466-40.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.02% | 60.54%-45.5pp | 53.40%-38.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $19,842 | $7,596+161.2% | $6,790+192.2% | $4,754+317.4% |
| Participant deferral / active EE | $17,463 | $11,626+50.2% | $10,410+67.7% | $6,712+160.2% |
| Admin fee / account holder | $3,429 | $15,393-77.7% | $12,824-73.3% | $11,409-69.9% |