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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 | $171,394 | $112,131+52.9% | $95,964+78.6% | $158,982+7.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.51% | 171.19%-162.7pp | 91.64%-83.1pp | 302.99%-294.5pp |
| Employer contribution / active EE | $3,837 | $3,199+20.0% | $2,541+51.0% | $4,763-19.4% |
| Participant deferral / active EE | $5,797 | $4,784+21.2% | $4,167+39.1% | $5,983-3.1% |
| Admin fee / account holder | $4,277 | $10,136-57.8% | $6,797-37.1% | $11,252-62.0% |