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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 | $136,599 | $104,251+31.0% | $91,004+50.1% | $147,586-7.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 59.87% | 27.06%+32.8pp | 4.60%+55.3pp | 578.59%-518.7pp |
| Employer contribution / active EE | $19,964 | $3,116+540.8% | $2,456+713.0% | $4,876+309.4% |
| Participant deferral / active EE | $11,762 | $4,195+180.4% | $3,548+231.6% | $5,439+116.3% |
| Admin fee / account holder | $16,567 | $8,948+85.1% | $5,417+205.8% | $10,886+52.2% |