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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 | $147,938 | $103,008+43.6% | $90,304+63.8% | $152,897-3.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.49% | 95.22%-71.7pp | 78.13%-54.6pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,800 | $3,139-42.7% | $2,855-37.0% | $4,764-62.2% |
| Participant deferral / active EE | $22,375 | $4,281+422.6% | $3,885+475.9% | $5,851+282.4% |
| Admin fee / account holder | $955 | $6,175-84.5% | $5,354-82.2% | $11,599-91.8% |