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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 | $187,314 | $148,582+26.1% | $135,942+37.8% | $139,456+34.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.47% | 79.26%-59.8pp | 68.28%-48.8pp | 373.45%-354.0pp |
| Employer contribution / active EE | $14,801 | $5,245+182.2% | $4,858+204.7% | $4,753+211.4% |
| Participant deferral / active EE | $18,522 | $8,101+128.6% | $7,759+138.7% | $6,711+176.0% |
| Admin fee / account holder | $510 | $12,402-95.9% | $10,764-95.3% | $11,407-95.5% |