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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 | $87,024 | $185,905-53.2% | $170,057-48.8% | $139,487-37.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.04% | 60.56%-25.5pp | 53.42%-18.4pp | 373.84%-338.8pp |
| Employer contribution / active EE | $15,206 | $7,597+100.2% | $6,790+123.9% | $4,755+219.8% |
| Participant deferral / active EE | $25,439 | $11,627+118.8% | $10,411+144.4% | $6,713+279.0% |
| Admin fee / account holder | $22,268 | $15,397+44.6% | $12,826+73.6% | $11,407+95.2% |