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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 | $157,662 | $154,754+1.9% | $124,206+26.9% | $138,895+13.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.68% | 709.28%-688.6pp | 515.27%-494.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $21,815 | $4,446+390.6% | $3,540+516.2% | $4,194+420.1% |
| Participant deferral / active EE | $13,024 | $4,621+181.8% | $3,968+228.3% | $6,396+103.6% |
| Admin fee / account holder | $7,353 | $6,690+9.9% | $5,929+24.0% | $12,562-41.5% |