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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 | $175,406 | $129,737+35.2% | $119,126+47.2% | $154,746+13.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.68% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $8,287 | $4,375+89.4% | $4,034+105.5% | $4,379+89.2% |
| Participant deferral / active EE | $21,500 | $5,842+268.0% | $5,318+304.3% | $6,730+219.4% |
| Admin fee / account holder | $1,244 | $11,961-89.6% | $10,693-88.4% | $14,365-91.3% |