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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 | $166,376 | $109,411+52.1% | $89,435+86.0% | $158,982+4.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.50% | 345.68%-330.2pp | 245.55%-230.1pp | 302.99%-287.5pp |
| Employer contribution / active EE | $12,174 | $3,173+283.7% | $2,587+370.6% | $4,763+155.6% |
| Participant deferral / active EE | $11,611 | $4,600+152.4% | $3,890+198.4% | $5,983+94.0% |
| Admin fee / account holder | $929 | $6,159-84.9% | $4,884-81.0% | $11,252-91.7% |