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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 | $184,165 | $73,546+150.4% | $63,018+192.2% | $147,586+24.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.98% | 175.56%-162.6pp | 87.62%-74.6pp | 578.59%-565.6pp |
| Employer contribution / active EE | $9,515 | $3,324+186.3% | $2,761+244.7% | $4,876+95.1% |
| Participant deferral / active EE | $6,607 | $4,185+57.9% | $3,330+98.4% | $5,439+21.5% |
| Admin fee / account holder | $20,373 | $5,956+242.1% | $3,601+465.8% | $10,886+87.1% |