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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 | $174,938 | $154,209+13.4% | $130,062+34.5% | $139,487+25.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 32.52%-18.9pp | -137.37%+151.0pp | 373.84%-360.2pp |
| Employer contribution / active EE | $9,198 | $5,292+73.8% | $4,322+112.8% | $4,755+93.5% |
| Participant deferral / active EE | $15,620 | $6,709+132.8% | $5,821+168.3% | $6,713+132.7% |
| Admin fee / account holder | $568 | $13,988-95.9% | $10,601-94.6% | $11,407-95.0% |