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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 | $153,347 | $77,419+98.1% | $69,461+120.8% | $152,885+0.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 26.81% | 39.07%-12.3pp | 28.97%-2.2pp | 345.39%-318.6pp |
| Employer contribution / active EE | $18,667 | $3,315+463.0% | $2,779+571.6% | $4,763+291.9% |
| Participant deferral / active EE | $13,567 | $4,414+207.4% | $3,536+283.7% | $5,851+131.9% |
| Admin fee / account holder | $853 | $6,207-86.3% | $3,840-77.8% | $11,598-92.6% |