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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 | $162,667 | $118,695+37.0% | $98,916+64.4% | $158,950+2.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.83% | 372.39%-346.6pp | 196.45%-170.6pp | 302.91%-277.1pp |
| Employer contribution / active EE | $18,100 | $3,333+443.0% | $2,689+573.1% | $4,762+280.1% |
| Participant deferral / active EE | $9,213 | $5,088+81.0% | $4,245+117.0% | $5,983+54.0% |
| Admin fee / account holder | $769 | $10,132-92.4% | $6,642-88.4% | $11,248-93.2% |