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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 | $144,668 | $72,071+100.7% | $68,368+111.6% | $137,256+5.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.12% | 353.14%-334.0pp | 292.57%-273.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $25,840 | $2,788+826.8% | $2,649+875.5% | $4,156+521.7% |
| Participant deferral / active EE | $17,961 | $4,410+307.3% | $4,123+335.7% | $6,407+180.3% |
| Admin fee / account holder | $7,629 | $5,336+43.0% | $5,150+48.1% | $12,270-37.8% |