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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 | $149,893 | $102,638+46.0% | $81,982+82.8% | $158,982-5.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 14.69% | 61.05%-46.4pp | 41.31%-26.6pp | 302.99%-288.3pp |
| Employer contribution / active EE | $9,761 | $3,241+201.2% | $2,498+290.7% | $4,763+104.9% |
| Participant deferral / active EE | $8,331 | $4,649+79.2% | $3,722+123.8% | $5,983+39.2% |
| Admin fee / account holder | $460 | $8,237-94.4% | $5,665-91.9% | $11,252-95.9% |