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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 | $231,013 | $150,346+53.7% | $120,524+91.7% | $145,877+58.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.05% | 154.40%-144.3pp | 107.36%-97.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $19,268 | $4,353+342.6% | $3,469+455.4% | $4,663+313.2% |
| Participant deferral / active EE | $22,319 | $6,172+261.6% | $4,994+346.9% | $6,691+233.6% |
| Admin fee / account holder | $2,135 | $12,215-82.5% | $9,440-77.4% | $13,402-84.1% |