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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 | $160,588 | $112,121+43.2% | $95,960+67.3% | $158,966+1.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.25% | 171.16%-155.9pp | 91.63%-76.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $8,867 | $3,199+177.2% | $2,541+248.9% | $4,762+86.2% |
| Participant deferral / active EE | $1,875 | $4,784-60.8% | $4,167-55.0% | $5,983-68.7% |
| Admin fee / account holder | $7,565 | $10,135-25.4% | $6,797+11.3% | $11,250-32.8% |