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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 | $205,780 | $132,634+55.1% | $115,768+77.8% | $137,256+49.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 28.15% | 160.70%-132.6pp | 100.46%-72.3pp | 220.34%-192.2pp |
| Employer contribution / active EE | $5,773 | $3,360+71.8% | $2,940+96.4% | $4,156+38.9% |
| Participant deferral / active EE | $3,060 | $5,619-45.5% | $4,917-37.8% | $6,407-52.2% |
| Admin fee / account holder | $41,914 | $15,028+178.9% | $12,439+236.9% | $12,270+241.6% |