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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 | $116,397 | $185,830-37.4% | $170,004-31.5% | $139,427-16.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.83% | 60.52%-43.7pp | 53.39%-36.6pp | 373.27%-356.4pp |
| Employer contribution / active EE | $10,315 | $7,591+35.9% | $6,786+52.0% | $4,752+117.1% |
| Participant deferral / active EE | $16,473 | $11,622+41.7% | $10,408+58.3% | $6,711+145.5% |
| Admin fee / account holder | $396 | $15,381-97.4% | $12,816-96.9% | $11,404-96.5% |