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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 | $182,368 | $121,701+49.8% | $104,639+74.3% | $158,982+14.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.43% | 465.72%-460.3pp | 340.67%-335.2pp | 302.99%-297.6pp |
| Employer contribution / active EE | $11,004 | $3,165+247.6% | $2,682+310.3% | $4,763+131.0% |
| Participant deferral / active EE | $8,172 | $4,176+95.7% | $3,738+118.6% | $5,983+36.6% |
| Admin fee / account holder | $124,566 | $7,778+1501.5% | $6,465+1826.6% | $11,252+1007.1% |