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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 | $153,204 | $72,071+112.6% | $68,368+124.1% | $137,256+11.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.10% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $8,174 | $2,788+193.2% | $2,649+208.6% | $4,156+96.7% |
| Participant deferral / active EE | $10,927 | $4,410+147.8% | $4,123+165.0% | $6,407+70.6% |
| Admin fee / account holder | $672 | $5,336-87.4% | $5,150-87.0% | $12,270-94.5% |