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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 | $167,214 | $115,814+44.4% | $101,275+65.1% | $158,982+5.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.91% | 56.16%-36.2pp | 46.48%-26.6pp | 302.99%-283.1pp |
| Employer contribution / active EE | $10,531 | $4,176+152.2% | $3,660+187.7% | $4,763+121.1% |
| Participant deferral / active EE | $18,560 | $4,958+274.3% | $4,371+324.6% | $5,983+210.2% |
| Admin fee / account holder | $984 | $7,249-86.4% | $5,948-83.5% | $11,252-91.3% |