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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 | $149,679 | $81,208+84.3% | $98,916+51.3% | $79,858+87.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.49% | 60.99%-50.5pp | 196.45%-186.0pp | 31.72%-21.2pp |
| Employer contribution / active EE | $2,722 | $1,960+38.9% | $2,689+1.2% | $2,471+10.2% |
| Participant deferral / active EE | $8,534 | $3,265+161.4% | $4,245+101.0% | $3,740+128.2% |
| Admin fee / account holder | $24,493 | $6,013+307.3% | $6,642+268.7% | $5,306+361.6% |