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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 | $110,039+23.2% | $97,260+39.4% | $145,884-7.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.55% | 244.44%-233.9pp | 75.54%-65.0pp | 551.85%-541.3pp |
| Employer contribution / active EE | $16,701 | $3,074+443.3% | $2,721+513.7% | $4,662+258.2% |
| Participant deferral / active EE | $8,495 | $4,674+81.8% | $4,262+99.3% | $6,690+27.0% |
| Admin fee / account holder | $641 | $6,204-89.7% | $5,640-88.6% | $13,392-95.2% |