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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 | $148,643 | $114,199+30.2% | $119,237+24.7% | $167,553-11.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 22.76% | 29.88%-7.1pp | 30.70%-7.9pp | 478.89%-456.1pp |
| Employer contribution / active EE | $19,892 | $4,480+344.1% | $4,383+353.8% | $4,840+311.0% |
| Participant deferral / active EE | $13,260 | $6,086+117.9% | $6,112+116.9% | $6,343+109.1% |
| Admin fee / account holder | $5,077 | $8,939-43.2% | $7,229-29.8% | $12,316-58.8% |