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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 | $170,612 | $107,363+58.9% | $92,909+83.6% | $152,897+11.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.50% | 145.63%-126.1pp | 109.44%-89.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $3,281 | $4,222-22.3% | $3,653-10.2% | $4,764-31.1% |
| Participant deferral / active EE | $7,151 | $4,848+47.5% | $4,238+68.7% | $5,851+22.2% |
| Admin fee / account holder | $7,101 | $7,082+0.3% | $5,795+22.5% | $11,599-38.8% |