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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 | $176,364 | $76,368+130.9% | $67,681+160.6% | $154,746+14.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.25% | 1066.77%-1051.5pp | 590.58%-575.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $4,598 | $3,151+45.9% | $2,678+71.7% | $4,379+5.0% |
| Participant deferral / active EE | $6,529 | $4,824+35.3% | $3,976+64.2% | $6,730-3.0% |
| Admin fee / account holder | $4,834 | $8,559-43.5% | $6,100-20.8% | $14,365-66.4% |