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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 | $162,413 | $112,121+44.9% | $95,960+69.3% | $158,966+2.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.95% | 171.16%-153.2pp | 91.63%-73.7pp | 302.95%-285.0pp |
| Employer contribution / active EE | $5,026 | $3,199+57.1% | $2,541+97.8% | $4,762+5.5% |
| Participant deferral / active EE | $16,296 | $4,784+240.6% | $4,167+291.1% | $5,983+172.4% |
| Admin fee / account holder | $3,629 | $10,135-64.2% | $6,797-46.6% | $11,250-67.7% |