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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 | $160,171 | $103,038+55.4% | $90,324+77.3% | $152,909+4.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.57% | 95.25%-74.7pp | 78.15%-57.6pp | 345.46%-324.9pp |
| Employer contribution / active EE | $2,710 | $3,141-13.7% | $2,856-5.1% | $4,764-43.1% |
| Participant deferral / active EE | $12,495 | $4,282+191.8% | $3,885+221.6% | $5,851+113.5% |
| Admin fee / account holder | $467 | $6,177-92.4% | $5,356-91.3% | $11,601-96.0% |