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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 | $173,351 | $90,397+91.8% | $76,002+128.1% | $145,959+18.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.06% | 621.97%-608.9pp | 360.07%-347.0pp | 561.95%-548.9pp |
| Employer contribution / active EE | $22,836 | $3,317+588.4% | $2,688+749.5% | $4,661+390.0% |
| Participant deferral / active EE | $15,341 | $5,163+197.1% | $4,257+260.4% | $6,689+129.4% |
| Admin fee / account holder | $1,647 | $8,369-80.3% | $6,414-74.3% | $13,398-87.7% |