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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 | $160,740 | $112,131+43.3% | $95,964+67.5% | $158,982+1.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.40% | 171.19%-144.8pp | 91.64%-65.2pp | 302.99%-276.6pp |
| Employer contribution / active EE | $15,494 | $3,199+384.3% | $2,541+509.7% | $4,763+225.3% |
| Participant deferral / active EE | $7,775 | $4,784+62.5% | $4,167+86.6% | $5,983+29.9% |
| Admin fee / account holder | $1,676 | $10,136-83.5% | $6,797-75.3% | $11,252-85.1% |