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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 | $185,336 | $112,131+65.3% | $95,964+93.1% | $158,982+16.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.47% | 171.19%-155.7pp | 91.64%-76.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $9,418 | $3,199+194.4% | $2,541+270.6% | $4,763+97.7% |
| Participant deferral / active EE | $13,372 | $4,784+179.5% | $4,167+220.9% | $5,983+123.5% |
| Admin fee / account holder | $609 | $10,136-94.0% | $6,797-91.0% | $11,252-94.6% |