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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 | $159,279 | $110,093+44.7% | $97,295+63.7% | $145,897+9.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.91% | 244.76%-225.8pp | 75.62%-56.7pp | 552.29%-533.4pp |
| Employer contribution / active EE | $3,610 | $3,077+17.3% | $2,723+32.6% | $4,663-22.6% |
| Participant deferral / active EE | $10,727 | $4,678+129.3% | $4,264+151.6% | $6,689+60.4% |
| Admin fee / account holder | $776 | $6,212-87.5% | $5,646-86.3% | $13,390-94.2% |