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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 | $125,986 | $112,131+12.4% | $95,964+31.3% | $158,982-20.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.00% | 171.19%-156.2pp | 91.64%-76.6pp | 302.99%-288.0pp |
| Employer contribution / active EE | $14,366 | $3,199+349.1% | $2,541+465.3% | $4,763+201.6% |
| Participant deferral / active EE | $6,481 | $4,784+35.5% | $4,167+55.5% | $5,983+8.3% |
| Admin fee / account holder | $1,484 | $10,136-85.4% | $6,797-78.2% | $11,252-86.8% |