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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 | $151,784 | $137,414+10.5% | $189,545-19.9% | $85,851+76.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.16% | 38.14%-23.0pp | 555.36%-540.2pp | 318.63%-303.5pp |
| Employer contribution / active EE | $13,950 | $4,344+221.1% | $6,162+126.4% | $2,565+443.7% |
| Participant deferral / active EE | $15,725 | $6,260+151.2% | $8,220+91.3% | $3,952+297.9% |
| Admin fee / account holder | $1,018 | $8,630-88.2% | $12,049-91.6% | $6,261-83.7% |