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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 | $157,833 | $115,810+36.3% | $101,271+55.9% | $158,966-0.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.95% | 56.15%-37.2pp | 46.48%-27.5pp | 302.95%-284.0pp |
| Employer contribution / active EE | $17,687 | $4,175+323.6% | $3,660+383.2% | $4,762+271.4% |
| Participant deferral / active EE | $9,515 | $4,958+91.9% | $4,371+117.7% | $5,983+59.0% |
| Admin fee / account holder | $662 | $7,248-90.9% | $5,948-88.9% | $11,250-94.1% |