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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 | $82,587 | $162,136-49.1% | $152,301-45.8% | $154,746-46.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.73% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $32,489 | $4,890+564.4% | $4,624+602.5% | $4,379+641.9% |
| Participant deferral / active EE | $70,338 | $8,341+743.3% | $8,004+778.8% | $6,730+945.1% |
| Admin fee / account holder | $53,875 | $15,759+241.9% | $14,398+274.2% | $14,365+275.0% |