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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 | $159,115 | $108,942+46.1% | $100,415+58.5% | $145,897+9.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.17% | 58.27%-48.1pp | 49.47%-39.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $12,070 | $4,422+173.0% | $3,943+206.1% | $4,663+158.9% |
| Participant deferral / active EE | $9,595 | $8,461+13.4% | $8,091+18.6% | $6,689+43.4% |
| Admin fee / account holder | $37,397 | $9,702+285.5% | $7,906+373.0% | $13,390+179.3% |