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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 | $180,410 | $108,942+65.6% | $100,415+79.7% | $145,897+23.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.51% | 58.27%-42.8pp | 49.47%-34.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $21,547 | $4,422+387.3% | $3,943+446.5% | $4,663+362.1% |
| Participant deferral / active EE | $8,472 | $8,461+0.1% | $8,091+4.7% | $6,689+26.7% |
| Admin fee / account holder | $1,275 | $9,702-86.9% | $7,906-83.9% | $13,390-90.5% |