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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 | $153,458 | $117,433+30.7% | $99,475+54.3% | $152,897+0.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.91% | 31.87%-13.0pp | 30.72%-11.8pp | 345.43%-326.5pp |
| Employer contribution / active EE | $7,387 | $3,013+145.1% | $2,540+190.8% | $4,764+55.1% |
| Participant deferral / active EE | $6,900 | $4,086+68.9% | $3,619+90.7% | $5,851+17.9% |
| Admin fee / account holder | $885 | $7,634-88.4% | $6,252-85.8% | $11,599-92.4% |