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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 | $150,412-22.5% | $120,574-3.3% | $145,884-20.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.47% | 154.50%-141.0pp | 107.42%-94.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $17,035 | $4,355+291.2% | $3,471+390.8% | $4,662+265.4% |
| Participant deferral / active EE | $12,865 | $6,175+108.3% | $4,996+157.5% | $6,690+92.3% |
| Admin fee / account holder | $1,595 | $12,224-87.0% | $9,445-83.1% | $13,392-88.1% |