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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 | $159,279 | $110,039+44.7% | $97,260+63.8% | $145,884+9.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.91% | 244.44%-225.5pp | 75.54%-56.6pp | 551.85%-532.9pp |
| Employer contribution / active EE | $3,610 | $3,074+17.4% | $2,721+32.7% | $4,662-22.6% |
| Participant deferral / active EE | $10,727 | $4,674+129.5% | $4,262+151.7% | $6,690+60.4% |
| Admin fee / account holder | $776 | $6,204-87.5% | $5,640-86.2% | $13,392-94.2% |