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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 | $175,545 | $150,435+16.7% | $120,580+45.6% | $145,897+20.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 9.75% | 154.60%-144.9pp | 107.48%-97.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $7,000 | $4,352+60.8% | $3,469+101.8% | $4,663+50.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,324 | $12,182-89.1% | $9,418-85.9% | $13,390-90.1% |