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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 | $160,162 | $107,363+49.2% | $92,909+72.4% | $152,897+4.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.94% | 145.63%-125.7pp | 109.44%-89.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $14,286 | $4,222+238.4% | $3,653+291.0% | $4,764+199.9% |
| Participant deferral / active EE | $9,027 | $4,848+86.2% | $4,238+113.0% | $5,851+54.3% |
| Admin fee / account holder | $42,785 | $7,082+504.2% | $5,795+638.3% | $11,599+268.9% |