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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 | $152,748 | $107,353+42.3% | $92,903+64.4% | $152,885-0.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.09% | 145.62%-127.5pp | 109.43%-91.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $12,244 | $4,222+190.0% | $3,653+235.2% | $4,763+157.1% |
| Participant deferral / active EE | $6,904 | $4,848+42.4% | $4,238+62.9% | $5,851+18.0% |
| Admin fee / account holder | $5,173 | $7,081-26.9% | $5,795-10.7% | $11,598-55.4% |