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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 | $136,365 | $100,203+36.1% | $85,240+60.0% | $145,897-6.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.55% | 84.28%-66.7pp | 66.75%-49.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $12,441 | $3,242+283.8% | $2,735+354.8% | $4,663+166.8% |
| Participant deferral / active EE | $10,814 | $5,299+104.1% | $4,527+138.9% | $6,689+61.7% |
| Admin fee / account holder | $949 | $7,265-86.9% | $6,165-84.6% | $13,390-92.9% |