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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 | $160,055 | $105,145+52.2% | $94,664+69.1% | $139,466+14.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.18% | 38.09%-22.9pp | 156.84%-141.7pp | 373.66%-358.5pp |
| Employer contribution / active EE | $13,770 | $4,107+235.3% | $3,673+274.9% | $4,754+189.6% |
| Participant deferral / active EE | $10,062 | $7,599+32.4% | $7,417+35.7% | $6,712+49.9% |
| Admin fee / account holder | $1,184 | $8,972-86.8% | $7,222-83.6% | $11,409-89.6% |