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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 | $182,335 | $115,814+57.4% | $101,275+80.0% | $158,982+14.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.17% | 56.16%-40.0pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $9,368 | $4,176+124.3% | $3,660+155.9% | $4,763+96.7% |
| Participant deferral / active EE | $8,181 | $4,958+65.0% | $4,371+87.2% | $5,983+36.7% |
| Admin fee / account holder | $1,876 | $7,249-74.1% | $5,948-68.5% | $11,252-83.3% |