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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 | $116,611 | $150,197-22.4% | $120,368-3.1% | $145,959-20.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.47% | 154.26%-140.8pp | 107.26%-93.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $17,035 | $4,350+291.6% | $3,465+391.7% | $4,661+265.5% |
| Participant deferral / active EE | $12,865 | $6,174+108.4% | $4,991+157.7% | $6,689+92.3% |
| Admin fee / account holder | $1,595 | $12,216-86.9% | $9,429-83.1% | $13,398-88.1% |