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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 | $168,379 | $72,071+133.6% | $68,368+146.3% | $137,256+22.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.00% | 353.14%-334.1pp | 292.57%-273.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $11,768 | $2,788+322.1% | $2,649+344.3% | $4,156+183.2% |
| Participant deferral / active EE | $1,825 | $4,410-58.6% | $4,123-55.7% | $6,407-71.5% |
| Admin fee / account holder | $6,060 | $5,336+13.6% | $5,150+17.7% | $12,270-50.6% |