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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 | $158,036 | $115,814+36.5% | $101,275+56.0% | $158,982-0.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.87% | 56.16%-44.3pp | 46.48%-34.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $4,900 | $4,176+17.3% | $3,660+33.9% | $4,763+2.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,200 | $7,249-83.4% | $5,948-79.8% | $11,252-89.3% |