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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 | $99,995+47.4% | $85,063+73.3% | $145,978+1.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.94% | 83.99%-71.0pp | 66.54%-53.6pp | 550.52%-537.6pp |
| Employer contribution / active EE | $10,167 | $3,231+214.7% | $2,727+272.8% | $4,662+118.1% |
| Participant deferral / active EE | $10,906 | $5,295+106.0% | $4,523+141.1% | $6,690+63.0% |
| Admin fee / account holder | $351 | $7,255-95.2% | $6,155-94.3% | $13,400-97.4% |