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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 | $170,270 | $114,013+49.3% | $103,693+64.2% | $155,188+9.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.64% | 49.31%-28.7pp | 47.61%-27.0pp | 148.84%-128.2pp |
| Employer contribution / active EE | $14,862 | $3,131+374.6% | $2,920+408.9% | $4,248+249.9% |
| Participant deferral / active EE | $14,862 | $4,970+199.0% | $4,579+224.6% | $6,531+127.6% |
| Admin fee / account holder | $1,282 | $8,407-84.8% | $7,858-83.7% | $14,480-91.1% |