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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 | $147,369 | $111,814+31.8% | $93,654+57.4% | $145,959+1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.35% | 203.30%-186.9pp | 133.34%-117.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $6,071 | $3,092+96.4% | $2,421+150.8% | $4,661+30.3% |
| Participant deferral / active EE | $6,418 | $4,914+30.6% | $4,413+45.4% | $6,689-4.0% |
| Admin fee / account holder | $3,712 | $10,246-63.8% | $8,282-55.2% | $13,398-72.3% |