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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 | $79,278 | $108,882-27.2% | $96,754-18.1% | $154,746-48.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.32% | 98.39%-76.1pp | 82.04%-59.7pp | 172.34%-150.0pp |
| Employer contribution / active EE | $5,279 | $3,018+74.9% | $2,679+97.0% | $4,379+20.6% |
| Participant deferral / active EE | $10,613 | $5,323+99.4% | $4,758+123.0% | $6,730+57.7% |
| Admin fee / account holder | $12,347 | $10,200+21.0% | $8,905+38.7% | $14,365-14.1% |