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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 | $107,941+34.1% | $91,994+57.4% | $152,909-5.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.07% | 89.28%-63.2pp | 69.04%-43.0pp | 345.46%-319.4pp |
| Employer contribution / active EE | $17,462 | $4,212+314.6% | $3,453+405.7% | $4,764+266.5% |
| Participant deferral / active EE | $9,675 | $6,366+52.0% | $5,924+63.3% | $5,851+65.4% |
| Admin fee / account holder | $778 | $10,521-92.6% | $7,744-90.0% | $11,601-93.3% |