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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 | $151,471 | $99,921+51.6% | $85,009+78.2% | $145,959+3.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 83.89%-73.9pp | 66.47%-56.5pp | 561.95%-552.0pp |
| Employer contribution / active EE | $15,451 | $3,233+377.9% | $2,728+466.3% | $4,661+231.5% |
| Participant deferral / active EE | $16,684 | $5,293+215.2% | $4,522+269.0% | $6,689+149.4% |
| Admin fee / account holder | $724 | $7,252-90.0% | $6,153-88.2% | $13,398-94.6% |