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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 | $160,209 | $112,121+42.9% | $95,960+67.0% | $158,966+0.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.36% | 171.16%-157.8pp | 91.63%-78.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $15,088 | $3,199+371.7% | $2,541+493.7% | $4,762+216.8% |
| Participant deferral / active EE | $10,400 | $4,784+117.4% | $4,167+149.6% | $5,983+73.8% |
| Admin fee / account holder | $3,559 | $10,135-64.9% | $6,797-47.6% | $11,250-68.4% |