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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 | $110,093+23.2% | $97,295+39.4% | $145,897-7.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.55% | 244.76%-234.2pp | 75.62%-65.1pp | 552.29%-541.7pp |
| Employer contribution / active EE | $16,701 | $3,077+442.7% | $2,723+513.4% | $4,663+258.2% |
| Participant deferral / active EE | $8,495 | $4,678+81.6% | $4,264+99.2% | $6,689+27.0% |
| Admin fee / account holder | $641 | $6,212-89.7% | $5,646-88.7% | $13,390-95.2% |