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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 | $222,912 | $107,363+107.6% | $92,909+139.9% | $152,897+45.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.64% | 145.63%-121.0pp | 109.44%-84.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $15,933 | $4,222+277.4% | $3,653+336.1% | $4,764+234.5% |
| Participant deferral / active EE | $8,803 | $4,848+81.6% | $4,238+107.7% | $5,851+50.5% |
| Admin fee / account holder | $1,086 | $7,082-84.7% | $5,795-81.3% | $11,599-90.6% |