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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 | $133,726 | $100,073+33.6% | $85,126+57.1% | $145,877-8.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.40% | 84.11%-66.7pp | 66.63%-49.2pp | 551.28%-533.9pp |
| Employer contribution / active EE | $35,579 | $3,236+999.3% | $2,731+1202.6% | $4,663+663.0% |
| Participant deferral / active EE | $23,858 | $5,294+350.6% | $4,523+427.5% | $6,691+256.6% |
| Admin fee / account holder | $33,057 | $7,261+355.3% | $6,160+436.6% | $13,402+146.7% |