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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 | $159,574 | $100,073+59.5% | $85,126+87.5% | $145,877+9.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.62% | 84.11%-60.5pp | 66.63%-43.0pp | 551.28%-527.7pp |
| Employer contribution / active EE | $9,936 | $3,236+207.0% | $2,731+263.8% | $4,663+113.1% |
| Participant deferral / active EE | $11,875 | $5,294+124.3% | $4,523+162.5% | $6,691+77.5% |
| Admin fee / account holder | $1,250 | $7,261-82.8% | $6,160-79.7% | $13,402-90.7% |