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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 | $117,961 | $100,073+17.9% | $85,126+38.6% | $145,877-19.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.70% | 84.11%-67.4pp | 66.63%-49.9pp | 551.28%-534.6pp |
| Employer contribution / active EE | $8,160 | $3,236+152.1% | $2,731+198.7% | $4,663+75.0% |
| Participant deferral / active EE | $21,444 | $5,294+305.0% | $4,523+374.1% | $6,691+220.5% |
| Admin fee / account holder | $87,103 | $7,261+1099.6% | $6,160+1313.9% | $13,402+549.9% |