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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 | $163,072 | $108,897+49.7% | $100,378+62.5% | $145,877+11.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.55% | 58.17%-41.6pp | 49.41%-32.9pp | 551.28%-534.7pp |
| Employer contribution / active EE | $10,704 | $4,420+142.2% | $3,942+171.5% | $4,663+129.6% |
| Participant deferral / active EE | $12,098 | $8,455+43.1% | $8,087+49.6% | $6,691+80.8% |
| Admin fee / account holder | $1,565 | $9,690-83.8% | $7,899-80.2% | $13,402-88.3% |