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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 | $153,247 | $103,008+48.8% | $90,304+69.7% | $152,897+0.2% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 18.20% | 95.22%-77.0pp | 78.13%-59.9pp | 345.43%-327.2pp |
| Employer contribution / active EE | $8,301 | $3,139+164.4% | $2,855+190.8% | $4,764+74.3% |
| Participant deferral / active EE | $8,301 | $4,281+93.9% | $3,885+113.7% | $5,851+41.9% |
| Admin fee / account holder | $25,111 | $6,175+306.7% | $5,354+369.0% | $11,599+116.5% |