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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 | $172,816 | $103,038+67.7% | $90,324+91.3% | $152,909+13.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 15.42% | 95.25%-79.8pp | 78.15%-62.7pp | 345.46%-330.0pp |
| Employer contribution / active EE | $10,000 | $3,141+218.4% | $2,856+250.2% | $4,764+109.9% |
| Participant deferral / active EE | $7,750 | $4,282+81.0% | $3,885+99.5% | $5,851+32.4% |
| Admin fee / account holder | $759 | $6,177-87.7% | $5,356-85.8% | $11,601-93.5% |