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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 | $150,352 | $109,411+37.4% | $89,435+68.1% | $158,982-5.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.58% | 345.68%-320.1pp | 245.55%-220.0pp | 302.99%-277.4pp |
| Employer contribution / active EE | $19,502 | $3,173+514.7% | $2,587+653.8% | $4,763+309.5% |
| Participant deferral / active EE | $11,200 | $4,600+143.5% | $3,890+187.9% | $5,983+87.2% |
| Admin fee / account holder | $1,313 | $6,159-78.7% | $4,884-73.1% | $11,252-88.3% |