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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 | $176,564 | $107,363+64.5% | $92,909+90.0% | $152,897+15.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.81% | 145.63%-126.8pp | 109.44%-90.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $13,559 | $4,222+221.1% | $3,653+271.1% | $4,764+184.6% |
| Participant deferral / active EE | $7,183 | $4,848+48.2% | $4,238+69.5% | $5,851+22.8% |
| Admin fee / account holder | $1,515 | $7,082-78.6% | $5,795-73.9% | $11,599-86.9% |