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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 | $166,585 | $107,363+55.2% | $92,909+79.3% | $152,897+9.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.35% | 145.63%-119.3pp | 109.44%-83.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $14,017 | $4,222+232.0% | $3,653+283.7% | $4,764+194.2% |
| Participant deferral / active EE | $7,638 | $4,848+57.5% | $4,238+80.2% | $5,851+30.5% |
| Admin fee / account holder | $1,219 | $7,082-82.8% | $5,795-79.0% | $11,599-89.5% |