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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 | $147,388 | $100,203+47.1% | $85,240+72.9% | $145,897+1.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.94% | 84.28%-71.3pp | 66.75%-53.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $10,167 | $3,242+213.6% | $2,735+271.7% | $4,663+118.1% |
| Participant deferral / active EE | $10,906 | $5,299+105.8% | $4,527+140.9% | $6,689+63.0% |
| Admin fee / account holder | $351 | $7,265-95.2% | $6,165-94.3% | $13,390-97.4% |