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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 | $158,612 | $107,363+47.7% | $92,909+70.7% | $152,897+3.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.39% | 145.63%-126.2pp | 109.44%-90.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $10,170 | $4,222+140.9% | $3,653+178.4% | $4,764+113.5% |
| Participant deferral / active EE | $3,837 | $4,848-20.9% | $4,238-9.5% | $5,851-34.4% |
| Admin fee / account holder | $784 | $7,082-88.9% | $5,795-86.5% | $11,599-93.2% |