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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 | $116,441 | $72,071+61.6% | $68,368+70.3% | $137,256-15.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.92% | 353.14%-337.2pp | 292.57%-276.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $15,414 | $2,788+452.9% | $2,649+481.9% | $4,156+270.9% |
| Participant deferral / active EE | $15,218 | $4,410+245.1% | $4,123+269.1% | $6,407+137.5% |
| Admin fee / account holder | $554 | $5,336-89.6% | $5,150-89.2% | $12,270-95.5% |