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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 | $191,969 | $129,737+48.0% | $119,126+61.1% | $154,746+24.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.95% | 379.08%-366.1pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $19,119 | $4,375+337.0% | $4,034+374.0% | $4,379+336.6% |
| Participant deferral / active EE | $10,711 | $5,842+83.4% | $5,318+101.4% | $6,730+59.2% |
| Admin fee / account holder | $7,995 | $11,961-33.2% | $10,693-25.2% | $14,365-44.3% |