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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 | $164,966 | $107,363+53.7% | $92,909+77.6% | $152,897+7.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.37% | 145.63%-121.3pp | 109.44%-85.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,978 | $4,222-53.2% | $3,653-45.9% | $4,764-58.5% |
| Participant deferral / active EE | $6,250 | $4,848+28.9% | $4,238+47.5% | $5,851+6.8% |
| Admin fee / account holder | $1,855 | $7,082-73.8% | $5,795-68.0% | $11,599-84.0% |