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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 | $100,073+36.3% | $85,126+60.2% | $145,877-6.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.55% | 84.11%-66.6pp | 66.63%-49.1pp | 551.28%-533.7pp |
| Employer contribution / active EE | $12,441 | $3,236+284.4% | $2,731+355.5% | $4,663+166.8% |
| Participant deferral / active EE | $10,814 | $5,294+104.3% | $4,523+139.1% | $6,691+61.6% |
| Admin fee / account holder | $949 | $7,261-86.9% | $6,160-84.6% | $13,402-92.9% |