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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 | $144,681 | $107,941+34.0% | $91,994+57.3% | $152,909-5.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.52% | 89.28%-66.8pp | 69.04%-46.5pp | 345.46%-322.9pp |
| Employer contribution / active EE | $12,688 | $4,212+201.3% | $3,453+267.5% | $4,764+166.3% |
| Participant deferral / active EE | $11,009 | $6,366+72.9% | $5,924+85.8% | $5,851+88.1% |
| Admin fee / account holder | $970 | $10,521-90.8% | $7,744-87.5% | $11,601-91.6% |