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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 | $149,507 | $104,709+42.8% | $85,705+74.4% | $167,553-10.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 50.46% | 21.45%+29.0pp | 21.49%+29.0pp | 478.89%-428.4pp |
| Employer contribution / active EE | $18,327 | $3,338+449.0% | $2,619+599.8% | $4,840+278.7% |
| Participant deferral / active EE | $14,106 | $4,827+192.3% | $3,924+259.5% | $6,343+122.4% |
| Admin fee / account holder | $1,237 | $10,036-87.7% | $6,877-82.0% | $12,316-90.0% |