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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 | $161,576 | $112,131+44.1% | $95,964+68.4% | $158,982+1.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.35% | 171.19%-164.8pp | 91.64%-85.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $2,595 | $3,199-18.9% | $2,541+2.1% | $4,763-45.5% |
| Participant deferral / active EE | $7,875 | $4,784+64.6% | $4,167+89.0% | $5,983+31.6% |
| Admin fee / account holder | $58,556 | $10,136+477.7% | $6,797+761.5% | $11,252+420.4% |