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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 | $151,618 | $197,637-23.3% | $177,848-14.7% | $158,982-4.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.49% | 58.77%-39.3pp | 48.33%-28.8pp | 302.99%-283.5pp |
| Employer contribution / active EE | $12,501 | $6,698+86.6% | $5,919+111.2% | $4,763+162.5% |
| Participant deferral / active EE | $15,782 | $8,405+87.8% | $7,714+104.6% | $5,983+163.8% |
| Admin fee / account holder | $2,520 | $15,406-83.6% | $12,431-79.7% | $11,252-77.6% |