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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 | $131,773 | $107,363+22.7% | $92,909+41.8% | $152,897-13.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.93% | 145.63%-129.7pp | 109.44%-93.5pp | 345.43%-329.5pp |
| Employer contribution / active EE | $17,066 | $4,222+304.2% | $3,653+367.1% | $4,764+258.3% |
| Participant deferral / active EE | $10,260 | $4,848+111.6% | $4,238+142.1% | $5,851+75.3% |
| Admin fee / account holder | $589 | $7,082-91.7% | $5,795-89.8% | $11,599-94.9% |