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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 | $152,268 | $107,368+41.8% | $92,915+63.9% | $152,909-0.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.19% | 145.64%-130.5pp | 109.45%-94.3pp | 345.46%-330.3pp |
| Employer contribution / active EE | $9,683 | $4,222+129.3% | $3,653+165.0% | $4,764+103.3% |
| Participant deferral / active EE | $10,100 | $4,848+108.3% | $4,238+138.3% | $5,851+72.6% |
| Admin fee / account holder | $1,185 | $7,082-83.3% | $5,796-79.6% | $11,601-89.8% |