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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 | $172,788 | $103,038+67.7% | $90,324+91.3% | $152,909+13.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.16% | 95.25%-78.1pp | 78.15%-61.0pp | 345.46%-328.3pp |
| Employer contribution / active EE | $5,732 | $3,141+82.5% | $2,856+100.7% | $4,764+20.3% |
| Participant deferral / active EE | $4,435 | $4,282+3.6% | $3,885+14.1% | $5,851-24.2% |
| Admin fee / account holder | $3,908 | $6,177-36.7% | $5,356-27.0% | $11,601-66.3% |