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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 | $144,679 | $183,539-21.2% | $155,556-7.0% | $145,897-0.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.53% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $12,975 | $5,315+144.1% | $4,675+177.5% | $4,663+178.3% |
| Participant deferral / active EE | $8,346 | $6,467+29.1% | $5,631+48.2% | $6,689+24.8% |
| Admin fee / account holder | $217,942 | $19,275+1030.7% | $15,885+1272.0% | $13,390+1527.6% |