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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 | $135,587 | $109,967+23.3% | $97,197+39.5% | $145,877-7.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.55% | 244.27%-233.7pp | 75.47%-64.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $16,701 | $3,077+442.8% | $2,723+513.4% | $4,663+258.2% |
| Participant deferral / active EE | $8,495 | $4,676+81.7% | $4,263+99.3% | $6,691+27.0% |
| Admin fee / account holder | $641 | $6,199-89.7% | $5,637-88.6% | $13,402-95.2% |