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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 | $116,926 | $112,121+4.3% | $95,960+21.8% | $158,966-26.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.87% | 171.16%-151.3pp | 91.63%-71.8pp | 302.95%-283.1pp |
| Employer contribution / active EE | $14,847 | $3,199+364.1% | $2,541+484.2% | $4,762+211.7% |
| Participant deferral / active EE | $8,667 | $4,784+81.2% | $4,167+108.0% | $5,983+44.9% |
| Admin fee / account holder | $354 | $10,135-96.5% | $6,797-94.8% | $11,250-96.9% |