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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 | $144,793 | $107,944+34.1% | $91,994+57.4% | $152,885-5.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.07% | 89.26%-63.2pp | 69.03%-43.0pp | 345.39%-319.3pp |
| Employer contribution / active EE | $17,462 | $4,210+314.7% | $3,452+405.8% | $4,763+266.6% |
| Participant deferral / active EE | $9,675 | $6,365+52.0% | $5,923+63.3% | $5,851+65.4% |
| Admin fee / account holder | $778 | $10,521-92.6% | $7,743-90.0% | $11,598-93.3% |