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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 | $163,387 | $183,592-11.0% | $155,567+5.0% | $145,959+11.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 258.65% | 61.24%+197.4pp | 64.74%+193.9pp | 561.95%-303.3pp |
| Employer contribution / active EE | $2,840 | $5,315-46.6% | $4,674-39.2% | $4,661-39.1% |
| Participant deferral / active EE | $12,058 | $6,464+86.5% | $5,628+114.3% | $6,689+80.3% |
| Admin fee / account holder | $1,152 | $19,318-94.0% | $15,916-92.8% | $13,398-91.4% |