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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 | $161,871 | $101,618+59.3% | $93,063+73.9% | $137,256+17.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.98% | 223.95%-204.0pp | 34.15%-14.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $7,875 | $2,707+190.9% | $2,476+218.1% | $4,156+89.5% |
| Participant deferral / active EE | $15,496 | $4,279+262.1% | $3,958+291.5% | $6,407+141.9% |
| Admin fee / account holder | $1,580 | $6,198-74.5% | $6,033-73.8% | $12,270-87.1% |