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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 | $171,757 | $112,121+53.2% | $95,960+79.0% | $158,966+8.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.26% | 171.16%-148.9pp | 91.63%-69.4pp | 302.95%-280.7pp |
| Employer contribution / active EE | $9,685 | $3,199+202.7% | $2,541+281.1% | $4,762+103.4% |
| Participant deferral / active EE | $10,625 | $4,784+122.1% | $4,167+155.0% | $5,983+77.6% |
| Admin fee / account holder | $993 | $10,135-90.2% | $6,797-85.4% | $11,250-91.2% |