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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 | $85,884 | $148,582-42.2% | $135,942-36.8% | $139,456-38.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.44% | 79.26%-60.8pp | 68.28%-49.8pp | 373.45%-355.0pp |
| Employer contribution / active EE | $14,712 | $5,245+180.5% | $4,858+202.9% | $4,753+209.5% |
| Participant deferral / active EE | $49,782 | $8,101+514.5% | $7,759+541.6% | $6,711+641.8% |
| Admin fee / account holder | $9,910 | $12,402-20.1% | $10,764-7.9% | $11,407-13.1% |