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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 | $156,247 | $108,911+43.5% | $100,392+55.6% | $145,884+7.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.80% | 58.23%-43.4pp | 49.45%-34.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $2,621 | $4,420-40.7% | $3,941-33.5% | $4,662-43.8% |
| Participant deferral / active EE | $8,847 | $8,459+4.6% | $8,090+9.4% | $6,690+32.2% |
| Admin fee / account holder | $601 | $9,698-93.8% | $7,904-92.4% | $13,392-95.5% |