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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 | $169,329 | $67,823+149.7% | $52,425+223.0% | $137,256+23.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 13.69% | 219.11%-205.4pp | 302.12%-288.4pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,062 | $1,163+163.3% | $914+234.9% | $4,156-26.3% |
| Participant deferral / active EE | $11,591 | $2,288+406.6% | $1,790+547.4% | $6,407+80.9% |
| Admin fee / account holder | $16,706 | $2,844+487.4% | $2,495+569.6% | $12,270+36.2% |