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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 | $70,366+65.5% | $66,674+74.6% | $138,895-16.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.92% | 386.41%-370.5pp | 321.24%-305.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $15,414 | $2,765+457.5% | $2,620+488.3% | $4,194+267.5% |
| Participant deferral / active EE | $15,218 | $4,374+247.9% | $4,084+272.6% | $6,396+137.9% |
| Admin fee / account holder | $554 | $5,262-89.5% | $5,098-89.1% | $12,562-95.6% |