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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 | $92,562 | $176,120-47.4% | $159,487-42.0% | $167,553-44.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.02% | 331.95%-315.9pp | 263.71%-247.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $8,704 | $5,299+64.2% | $4,831+80.2% | $4,840+79.8% |
| Participant deferral / active EE | $13,459 | $7,752+73.6% | $7,354+83.0% | $6,343+112.2% |
| Admin fee / account holder | $1,192 | $12,561-90.5% | $10,804-89.0% | $12,316-90.3% |