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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 | $177,151 | $72,071+145.8% | $68,368+159.1% | $137,256+29.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.10% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $7,012 | $2,788+151.5% | $2,649+164.7% | $4,156+68.7% |
| Participant deferral / active EE | $7,292 | $4,410+65.3% | $4,123+76.9% | $6,407+13.8% |
| Admin fee / account holder | $557 | $5,336-89.6% | $5,150-89.2% | $12,270-95.5% |