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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 | $156,632 | $109,411+43.2% | $89,435+75.1% | $158,982-1.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.17% | 345.68%-319.5pp | 245.55%-219.4pp | 302.99%-276.8pp |
| Employer contribution / active EE | $10,438 | $3,173+229.0% | $2,587+303.5% | $4,763+119.2% |
| Participant deferral / active EE | $19,134 | $4,600+316.0% | $3,890+391.8% | $5,983+219.8% |
| Admin fee / account holder | $595 | $6,159-90.3% | $4,884-87.8% | $11,252-94.7% |