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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 | $146,228 | $72,071+102.9% | $68,368+113.9% | $137,256+6.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.65% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $17,261 | $2,788+519.1% | $2,649+551.6% | $4,156+315.3% |
| Participant deferral / active EE | $7,300 | $4,410+65.5% | $4,123+77.1% | $6,407+13.9% |
| Admin fee / account holder | $22,906 | $5,336+329.3% | $5,150+344.8% | $12,270+86.7% |