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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 | $142,558 | $105,149+35.6% | $94,659+50.6% | $139,427+2.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.80% | 38.04%-20.2pp | 156.75%-138.9pp | 373.27%-355.5pp |
| Employer contribution / active EE | $8,884 | $4,106+116.4% | $3,673+141.9% | $4,752+87.0% |
| Participant deferral / active EE | $14,015 | $7,600+84.4% | $7,419+88.9% | $6,711+108.8% |
| Admin fee / account holder | $1,989 | $8,986-77.9% | $7,232-72.5% | $11,404-82.6% |