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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 | $187,319 | $125,190+49.6% | $105,624+77.3% | $145,897+28.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 27.30% | 225.22%-197.9pp | 116.20%-88.9pp | 552.29%-525.0pp |
| Employer contribution / active EE | $15,639 | $3,720+320.4% | $3,168+393.7% | $4,663+235.4% |
| Participant deferral / active EE | $15,824 | $5,716+176.8% | $5,013+215.7% | $6,689+136.6% |
| Admin fee / account holder | $4,549 | $17,138-73.5% | $10,961-58.5% | $13,390-66.0% |