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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 | $108,897+65.7% | $100,378+79.7% | $145,877+23.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.51% | 58.17%-42.7pp | 49.41%-33.9pp | 551.28%-535.8pp |
| Employer contribution / active EE | $21,547 | $4,420+387.5% | $3,942+446.6% | $4,663+362.1% |
| Participant deferral / active EE | $8,472 | $8,455+0.2% | $8,087+4.8% | $6,691+26.6% |
| Admin fee / account holder | $1,275 | $9,690-86.8% | $7,899-83.9% | $13,402-90.5% |