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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 | $181,365 | $105,856+71.3% | $90,161+101.2% | $147,586+22.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.72% | 37.63%-20.9pp | 34.89%-18.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $8,724 | $4,126+111.4% | $3,318+162.9% | $4,876+78.9% |
| Participant deferral / active EE | $8,496 | $5,733+48.2% | $5,287+60.7% | $5,439+56.2% |
| Admin fee / account holder | $5,516 | $8,046-31.4% | $5,943-7.2% | $10,886-49.3% |